We are Financial Professionals
Aiming to provide families and businesses with innovative financial strategies,
in an effort to provide financial clarity, potential solutions, and work towards improving your quality of life.
Coastal Wealth Advisory Services (CWA) serves our individual and business clients from the mountains of Virginia and down the coasts of Florida. We’re driven to provide the families and businesses we serve with innovative retirement strategies and solutions that can result in robust financial health, clarity and security.
Our Goal
is to be a full-service financial planning firm that provides effective and creative solutions in an open and transparent process
Our success
is a direct result of the commitment we make to our clients that leads to lifelong relationships.
offering Custom-tailored retirement strategies
We arm our clients with custom-tailored retirement strategies and financial tools to help meet both short and long-term needs.
Asset Allocation
& Risk
We pride ourselves on providing retirement strategies to our surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
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Business & Succession
We help provide you with strategies to potentially increase the efficiency of your business for as long as you own it, and for once you’ve decided to move on.
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Income Planning
Income planning for retirement can be a daunting task because there’s a lot to learn. We are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer.
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Legacy Planning
Legacy planning is one key element of any retirement strategy and helps ensure that your legacy carries on to help your loved ones and that your final wishes are respected. We can help you plan your legacy.
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Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
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Life Insurance
Life insurance may provide some comfort for the policyholder because their loved ones will receive a death benefit when they pass away. It can also offer a number of benefits that may make it a valuable tool.