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.
charles schwabStrength 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.
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.
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.
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.
Our History
Years of experience have prepared us to guide you through your life transitions.
AltruistModern 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.
Let's Plan For
Something Great
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