Independent, Fiduciary Financial Advisor in Murrells Inlet, SC

Personalized Retirement Planning & Wealth Management Built for Your Lowcountry Lifestyle in 29576.

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100% Fiduciary Standard

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Custody via Charles Schwab & Altruist

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Local Grand Strand Roots

The Fiduciary Difference

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

Commission-Based Brokers

Sales quotas and product placement incentives that can shape what gets recommended to you.

Proprietary product lineups 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 portfolios.

Independent guidance from a team rooted in the Grand Strand.

Core Wealth Management Services

Comprehensive, fiduciary planning designed for retirees and pre-retirees across Murrells Inlet.

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Custom Retirement Income Planning

Predictable monthly cash flow, inflation protection, and sequence-of-returns defense.

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Strategic Tax Minimization & Roth Conversions

Proactive bracket optimization that leverages South Carolina's retirement tax exemptions.

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401(k), IRA & Corporate Pension Rollovers

Direct trustee-to-trustee transfers that preserve your accumulated assets.

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Estate, Trust & Legacy Coordination

Collaborating with local CPAs and estate attorneys to safeguard your coastal assets.

Murrells Inlet Lifestyle & Retirement Community Spotlight

From the active adult and golf master-planned communities of Prince Creek and Wachesaw Plantation to the tucked-away enclaves of The Hermitage, Seasons at Prince Creek, and Blackmoor, we tailor financial strategies to fit the way you've chosen to retire along the Inlet.

If you're relocating from out of state, our team helps you navigate the move to coastal South Carolina with a plan built specifically for your new Lowcountry life.

South Carolina Retirement Tax Benefits

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Zero South Carolina state tax on Social Security benefits.

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

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Favorable Georgetown and Horry County property tax rates.

Frequently Asked Questions

Answers to the questions Murrells Inlet retirees ask most before choosing a financial advisor.

Why should Murrells Inlet residents work with an independent fiduciary financial advisor?

Does South Carolina tax Social Security or retirement pension income in Murrells Inlet?

How does Coast Wealth Management safeguard and custody client investment assets?

When should I schedule a retirement review before retiring to Murrells Inlet?

Secure Your Retirement Along the Inlet

Enjoy the seafood capital and coastal living with complete peace of mind. Schedule your complimentary retirement review to stress-test your portfolio.

(843) 855-4910

info@coastwealthgroup.com

1000 21st Ave N, Myrtle Beach, SC 29577