Our Approach

Providing You With a Complete Financial Picture


We believe that other wealth management service providers offer solutions that fall short of your entire needs.

At Coastal Community Private Wealth Group, we look at your complete financial picture to ensure that we are providing flexible investment management solutions to meet your needs using a fully integrated approach that draws on experts in banking, estate, trust, insurance, and investment management.

Our Approach

Instead of having to deal with multiple service providers – should you require the specialized services in estate planning, insurance, commercial services or retail banking – these experts are included as part of your financial team. We build the team so you don’t have to!