Coastwise Capital Group, LLC is a high-end, award winning independent money management firm offering investment services and expertise to affluent individuals, families, and institutions. Coastwise offers customized portfolios by way of separate accounts which are carefully tailored to meet the current and evolving needs of our clients. Various account types include individual, retirement, trust, organization, and 529 plans. Coastwise utilizes a combination of stocks, options, ETFs, REITs, MLPs, bonds, and other securities to achieve each client{s individual financial goals.
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