One of the key strengths of our firm is "the power of two." We combine the experience and knowledge of two financial planners working closely together, each bringing unique insights and skills to the process. The result is a well-rounded approach that's greater than the sum of its parts.
At Coast Wealth Management of Raymond James & Associates, we help our clients make educated decisions about their money - to help provide the freedom and independence to enjoy the rewards of their hard work. We'll address the questions foremost in your mind as you contemplate retirement, questions like:
We think working with your financial advisor should be easy and enjoyable, not complicated. As we help you answer these questions, you'll find that we offer the same services as larger firms - but with a comfortable, personalized style and an eye on minimizing your costs. Our goal is to help you gain peace of mind from a trustworthy partnership and a stress-free process, so you can feel comfortable with your financial plan and investment decisions.
As part of our service, we offer our clients a variety of resources on investment topics.