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About Us
Helping You Grow

our history Who We Are

Coast Wealth Management is an independent, fiduciary financial advisory firm based in Myrtle Beach, SC. We help individuals, families, and small business owners across Charleston, Wilmington, and the entire U.S. navigate retirement and investment decisions with clarity and confidence.

Founded on the belief that retirement planning doesn’t need to be complicated or product-driven, we provide personalized financial guidance backed by top-tier custodians like Charles Schwab and Altruist—giving you access to a wide range of investment options

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.

What's A Fiduciary?

What's A Fiduciary?

Fiduciary (n.):

A person or firm legally bound to prioritize your financial interests above their own.

 

A fiduciary is legally and ethically required to act in your best interest. A broker at a brokerage is more transactional and navigates compliance instead of ethics.

 

At Coast Wealth, we embrace this standard wholeheartedly. Every recommendation we make is guided by your goals, your values, and your future—not commissions or company kickbacks.

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

CEO, Chief Compliance Officer, Financial Advisor

843-855-4910

flavio@coastwealthgroup.com

Flavio Medeiros is the Founder and CEO of Coast Wealth, where he is dedicated to helping individuals and families achieve financial confidence through personalized planning, strategic investing, and long-term wealth management. With a...

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Devin Medeiros

Chief Operating Officer

devin@coastwealthgroup.com

Devin Medeiros serves as Chief Operating Officer at Coast Wealth, where he leads client operations and marketing initiatives focused on delivering an exceptional client experience and supporting the firm’s continued growth. With a...
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Pursue Your Financial Goals

Every financial journey is unique. Our financial professionals are here to provide the guidance you need to pursue your personal financial goals.

Let’s Get Started

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