Coastal Wealth Management is a full-service financial advisory firm committed to providing personalized wealth management strategies that align with each client’s unique goals. With over 25 years of experience, the firm's Managing Director, Laura H. Casey, leads a team dedicated to offering tailored financial solutions for individuals, families and businesses. Coastal Wealth Management’s philosophy is built on trust, honesty and integrity—core values that guide every client interaction.

The firm specializes in helping clients navigate life’s financial challenges, from retirement planning to investment management and estate strategies. They believe in taking the time to thoroughly understand each client’s financial objectives, risk tolerance, and long-term goals. By doing so, Coastal Wealth Management ensures that recommendations are not only aligned with client needs but are also flexible enough to adapt to evolving market conditions.

Coastal Wealth Management stands out by offering highly specialized services, such as divorce financial planning, recognizing that each individual’s circumstances require unique solutions. Through a disciplined approach and years of expertise, they help clients prepare for the unexpected while staying focused on their financial success. Coastal Wealth Management prides itself on maintaining open communication, providing education, and building lasting relationships based on trust and mutual respect. Whether it's retirement planning, navigating market fluctuations, or addressing complex financial situations, the team at Coastal Wealth Management is dedicated to ensuring financial confidence at every stage of life.