About Us | Coast Wealth Management

About Coast Wealth

Coast Wealth Management offers investments through Success Wealth Management LLC. Learn more below about the relationship and people behind the companies.

Coast Wealth Management Group LLC

Coast Wealth Management is a national retirement income planning firm with an office in Myrtle Beach, SC.

We serve retirement and pre-retirement aged clients from all across the country through our virtual and secure internet-based planning process. For local clients in the Carolinas, we can meet in person, and for those that are further away, we can meet via zoom calls just the same.

Whether you are in your 50's or in your 60's and beyond, we are here to help you get the income you need and desire in retirement.

The plans we design are specifically structured to limit downside stock market volatility, while providing stable income and preservation of principal.

We encourage to watch this informational video on The Coast Lifetime Income planning concept.

Watch Strategy Overview Video

MEET OUR FOUNDER

Flavio Medeiros, Investment Adviser

Flavio is a 9 year Navy veteran and has been in Financial Services ever since leaving the Navy in 2005. He's originally from Rhode Island, grew up enjoying hockey. Flavio has a bachelor's degree from College of Westchester. He has a wife of 20 years, 3 boys, and they all enjoy sports, traveling, the beach, and the warm Myrtle Beach weather.

Flavio is a Fiduciary Investment Adviser Rep holding a Series 65 license and insurance license. His passion and specialty is retirement planning and makes all his customers feel like they are VIP, not just certain dollar amounts like most firms.

Specialized Financial Services Tailored for You

Veterans

As a fellow veteran, I specialize in maximizing your unique benefits for financial stability and a secure retirement. Let's honor your service with tailored financial guidance.

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Public Sector Employees

You give so much to our communities. It's our turn to give back by providing tailored financial advice, from pension planning to investment strategies.

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Teachers and Nurses

Teachers and nurses dedicate their lives to caring for others. We specialize in creating financial plans that care for them in return, offering strategies for savings, retirement, and insurance that acknowledge their unique needs and contributions.

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Federal Employees

Navigating the complex landscape of federal employee benefits requires specialized knowledge. We provide expert guidance on retirement plans, health benefits, and insurance options to ensure federal employees are fully leveraging their benefits for a secure future.

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Our Portfolios

The Coast Lifetime Income Portfolio
is our flagship portfolio concept.

It represents a customizable retirement income planning strategy, providing stable income and growth.

Watch Demo Overview

GET A FREE CONSULTATION

Working with us is easy. We make sure you understand what you have, the risk you're taking, and what your options are.

There's never no obligation or cost to meet or talk with us. We can chat on the phone/zoom for an initial review, come to your home, or you can visit our Myrtle Beach office.

Let's Talk