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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Hours
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Extra Phones

: 858-454-6695

Payment method
amex
Location
La Jolla Galleria
Associations
coastwisemile.com ; coastwiseprize.com
Categories
Financing Services, Financial Services, Investment Advisory Service, Investment Management, Investments
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