Access your accounts and financial information in one place.
Your Financial Picture
Your accounts, financial plan, and important documents—all together in your private client portal.
Accounts
Your plan
Documents
Log in directly to your accounts held at Charles Schwab to view balances, positions and statements.
Log in directly to your accounts held at Altruist to view balances, holdings and statements.
Not sure which portal to use or need help getting started? Contact our team.
For password resets, use the reset option on your portal’s login screen.
Independent, Fiduciary Wealth Management & Personalized Retirement Planning.
Client assets securely held with institutional custodians: Charles Schwab & Altruist.
Myrtle Beach Office
1000 21st Ave N
Myrtle Beach, SC 29577
Tennessee Office
108 Depot St, Suite 1
Goodlettsville, TN 37072
Copyright © 2026 Coast Wealth Management. All rights reserved.
Advisory services are offered through Coast Wealth Management Group, an Investment Advisor in the State of South Carolina, North Carolina, and Tennessee. Advisory services are offered only to residents of states where we are registered or exempt. Insurance products are offered through licensed agents in states where they are licensed.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Coast Wealth Management Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Coast Wealth Management Group, an Investment Advisor in the State of South Carolina and Tennessee. Being registered as an investment adviser does not imply a certain level of skill or training.