Coastwise Capital Group
888 Prospect Street, Suite 201
La Jolla, CA 92037
858-454-6670
website
Coastwise Capital Group, LLC, is an independent money management firm offering superior investment services and expertise to affluent individuals, families, and institutions worldwide. 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 accounts, and 529 plans. Coastwise utilizes a combination of stocks, options, ETFs, and bonds to achieve each client’s individual financial goals.
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