Independent, Fiduciary Financial Advisor in Conway, SC

Personalized Wealth Management, SCRS Pension Guidance, and Retirement Planning for Conway Families and Professionals.

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100% Fiduciary Standard

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Institutional Custody: Charles Schwab & Altruist

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Local Horry County Roots

The Fiduciary Advantage

Not all financial advice is created equal. Know what stands between you and a truly independent recommendation.

Traditional Bank Brokers & Commission Reps

Sales incentives that can shape what gets recommended to you.

Proprietary, in-house products favored over open-market alternatives.

Held only to a suitability standard, not a best-interest standard.

Coast Wealth Management

Strict fiduciary oath: legally and ethically bound to act in your best interest, always.

Fee-aligned advisory with open architecture, not proprietary products.

A local, dedicated advisor relationship, not a call center.

Core Wealth Management Pillars

Comprehensive, fiduciary planning designed for the educators, professionals, and business owners of Conway.

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SCRS, ORP & 403(b) University Pension Planning

Specialized retirement transition strategies for Coastal Carolina University and Horry County educators and staff.

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Retirement Income Design & Cash Flow Planning

Building reliable monthly income streams while protecting your principal.

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Strategic Tax Minimization & Roth Conversions

Multi-year tax bracket planning that utilizes South Carolina state retirement exemptions.

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Business Owner Exit & Succession Planning

Coordinating cash flow, retirement plans for small businesses, and succession transfer.

Conway Community & Professional Spotlight

From Historic Downtown Conway to the Coastal Carolina University corridor, Burning Ridge, Shaftesbury Glen, and Wild Wing Plantation, we build dedicated strategies for CCU faculty and staff, healthcare workers at Conway Medical Center, and local business leaders who call Conway home.

Whether you're navigating a university pension decision or planning your business's next chapter, our team brings specialized knowledge of the retirement systems and tax rules that matter most to Horry County professionals.

South Carolina Retirement Tax Advantages

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Zero South Carolina state tax on Social Security benefits.

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$15,000 retirement income deduction for seniors age 65 and older.

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Favorable tax treatment for retirees choosing inland Grand Strand living in Horry County.

Frequently Asked Questions

Answers to the questions Conway families and professionals ask most before choosing a financial advisor.

How does Coast Wealth Management assist Coastal Carolina University (CCU) and SC state employees with retirement?

What is the benefit of working with a fee-based fiduciary financial advisor in Conway?

How are retirement distributions and pensions taxed in South Carolina?

What happens during an initial retirement review?

Build a Lasting Financial Foundation in Conway

From campus to retirement along the Waccamaw, partner with a fiduciary advisor committed to your best interests.

(843) 855-4910

info@coastwealthgroup.com

1000 21st Ave N, Myrtle Beach, SC 29577