Michael Vandenburg, CFP^®

Coast Wealth Management, Inc. provides comprehensive fee-only wealth management services to individuals, families, trusts, and businesses. We are an independent, Registered Investment Advisory firm; recommendations are based solely on your specific needs, circumstances, and goals. We are not paid a commission to sell any products or investments; we are on your side, to guide you through all of your financial decisions.

Our services include:

Private Wealth Management- A comprehensive service that provides financial planning and investment management on an ongoing basis.

Investment Planning- For clients looking to be in control of their own accounts but with professional guidance on an hourly, as-needed basis.

• Portfolio Construction
• Portfolio Review and Recommendations
• Risk Tolerance Assessment
• Asset Allocation and Investment Policy Defined

• Retirement Income and Capital Needs Analysis
• Estate Planning and Tax Minimization
• Charitable Giving Strategies
• Investment Analysis and Strategies
• Monte Carlo Analysis

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Special Needs, Women's Finances