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About Us
Helping You Grow

our history20 Years of Experience

Flavio Medeiros founded Coast Wealth Management after two decades of working with individuals and families navigating some of the most important financial decisions of their lives. From pension coordination to retirement income planning, the work has always been personal — and that hasn't changed.

Based in Myrtle Beach and serving clients across the country, Coast Wealth was built on a simple belief: you deserve an advisor who works for you, not one working toward a sales target.

our MissionReal Connections > Clients

We don't measure success by assets under management alone. We measure it by whether our clients feel confident, informed, and secure about their financial future.

Every client relationship starts with a real conversation — not a pitch. We take time to understand your full picture before making a single recommendation. That's not just good practice. For a fiduciary, it's the standard.

Our TeamDedicated to
Our Clients

Coast Wealth is intentionally boutique. We keep our team small so every client gets a real advisor — not a call center. As we grow, that standard doesn't change. Every advisor on our team is held to the same fiduciary commitment and client-first approach that Coast Wealth was built on.

Flavio Medeiros

Founder & Lead Advisor

843-855-4910

info@coastwealthgroup.com

Flavio Medeiros is the founder and lead investment advisor at Coast Wealth Management. He also owns Charter Financial Group of Carolina, an Insurance agency in Myrtle Beach. With a background in both personal finance and...
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Let's Plan For&#160;<br/>Something Great

Let's Plan For 
Something Great

Retirement planning doesn't have to be complicated or stressful. Tell us a little about where you are, and we'll show you what's possible.

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