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Coast Wealth Management is an independent, fee-based wealth management firm based in Myrtle Beach, South Carolina, serving clients across the state and nationwide through virtual consultations. The firm specializes in retirement planning, investment management, and income strategies for pre-retirees and retirees. As a fiduciary advisory firm, Coast Wealth Management is committed to acting in the best interests of its clients, providing personalized financial guidance designed to help individuals transition into and navigate retirement with clarity and confidence. Services include portfolio management, retirement income planning, 401(k) rollovers, annuity strategies, and comprehensive financial planning. Founded by a U.S. Navy veteran with over two decades of experience in financial services, the firm combines disciplined planning with a modern, technology-driven approach to client service. For more information, visit coastwealthgroup.com or schedule a consultation online.

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Name
Flavio Medeiros
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8438554910
Email
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coastwealthgroup.com

Press Releases

Coast Wealth Management Expands Fiduciary Retirement Planning Services Nationwide

More Released on March 25, 2026