Not all financial advice is created equal. Know what stands between you and a truly independent recommendation.
Traditional Wall Street Brokerages
Sales quotas and commission 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
Fiduciary oath: legally and ethically bound to act in your best interest, always.
Fee-aligned advisory with open-architecture investment access.
A local presence on 21st Ave N, right here in Myrtle Beach.
Core Wealth Advisory Pillars
Comprehensive, fiduciary planning built for the families, professionals, and business owners of the Grand Strand.
Comprehensive Retirement Planning & Income Design
Stress-testing cash flows, inflation defense, and sequence-of-returns management for a resilient retirement.
Strategic Tax Optimization & Roth Conversions
Multi-year bracket management that leverages South Carolina's retirement tax exemptions.
401(k), IRA & Executive Pension Transitions
Tax-free trustee-to-trustee rollovers, concentrated stock solutions, and small business retirement plans.
Estate, Trust & Multi-Generational Wealth Transfer
Coordinating with Grand Strand estate attorneys and CPAs to preserve your family's legacy.
Myrtle Beach Community & Relocation Spotlight
We provide tailored wealth strategies for residents of Grande Dunes, The Dunes Club, Pine Lakes, Market Common, and Carolina Forest. Our team also works closely with healthcare executives and physicians at Grand Strand Medical Center and Tidelands Health, whose compensation and benefits often call for specialized planning.
If you're relocating from New York, New Jersey, Pennsylvania, or Ohio, we help you navigate the financial transition to coastal South Carolina living with a plan designed specifically for your new home.
South Carolina Retirement Tax Benefits
Zero South Carolina tax on Social Security benefits.
$15,000 retirement income deduction for residents age 65 and older.
Favorable Horry County property tax rates for homeowners.
Frequently Asked Questions
Answers to the questions Myrtle Beach families and professionals ask most before choosing a financial advisor.
Where is Coast Wealth Management located in Myrtle Beach?
Our advisory office is at 1000 21st Ave N, Myrtle Beach, SC 29577. We welcome clients from Grande Dunes, Market Common, Carolina Forest, and throughout the Grand Strand.
What makes a fiduciary financial advisor different from other financial planners in Myrtle Beach?
A fiduciary is legally and ethically required to act in your best interest at all times. Many financial planners are only held to a suitability standard, meaning a recommendation only needs to be suitable, not necessarily optimal for you. Coast Wealth Management operates under a 100% fiduciary standard on every recommendation we make.
How does South Carolina tax retirement income and pensions for Myrtle Beach residents?
South Carolina does not tax Social Security benefits. Residents age 65 and older also qualify for a $15,000 retirement income deduction, and Horry County offers favorable property tax rates, making Myrtle Beach an attractive place to retire.
What happens during a complimentary retirement review?
We review your current portfolio, income sources, and goals, then stress-test your retirement plan against inflation, market volatility, and tax exposure. You'll leave with clear, actionable recommendations, with no obligation to become a client.
Take Control of Your Financial Future in Myrtle Beach
Whether you are planning your retirement, relocating to the coast, or managing business wealth, get the clarity and confidence you deserve.
