Custodians
Custodians
Your investments are held securely by top-tier institutions—because trust starts with transparency.
When you work with a financial advisor, your money isn’t held by the advisor—it’s held by a custodian. A custodian is a third-party financial institution that safeguards your assets, provides independent account statements, and ensures that you stay in control of your money at all times.
At Coast Wealth Group, we’ve chosen to work with two of the most respected custodians in the industry:
Charles Schwab and
Altruist. These platforms allow us to manage your investments with professional oversight, while your accounts remain fully accessible and transparent under your name.
Meet Our Custodians
Same Access.
Different Experience
Whether your accounts are held at Charles Schwab or Altruist, you’ll have access to the same core investments—stocks, ETFs, mutual
funds, and more.
The difference comes down to platform preferences and how we collaborate with you. We’ll help you choose the best fit for your goals
and comfort level.
With over $10 trillion in client assets, Schwab has been a trusted name in investing since 1971—offering decades of experience and scale.
charles schwab
Strength Behind Schwab
Institutional Stability
With over $10 trillion in client assets, Schwab has been a trusted name in investing since 1971—offering decades of experience and scale.
Access to Legacy Accounts
With over $10 trillion in client assets, Schwab has been a trusted name in investing since 1971—offering decades of experience and scale.
Familiar Name, Trusted by Millions
Schwab is one of the most recognized financial brands in the U.S., known for its reliability and client protections.
Institutional Stability
While Schwab’s platform is designed for professional use, we help bridge the gap to ensure you always understand how your money is working for you.
ALTRUIST
Modern Investing, Simplified.
We love the intuitive experience our clients get with Altruist. With sleek mobile access, clear charts and performance tracking, and professionally managed portfolios from renowned names like Vanguard, Fidelity, BlackRock, and more, investing is made easy—without sacrificing sophistication.
Ready to Feel Confident About Retirement?
Schedule a complimentary retirement review with a fiduciary advisor and get a clear, personalized picture of your income, investments, and next steps. No pressure, no obligation.
