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Coast Wealth Management Group, LLC

EST. AUM
$19,656,906

CONTACTS

CLIENT ACCOUNTS
88

Firm Details

Metro area Charleston, SC
CRD Number 335056
Website coastwealthgroup.com
Client types

Overview

Coast Wealth Management Group, LLC is a Myrtle Beach-based independent RIA and allocator founded by Flavio N. Medeiros. The firm provides a high-touch, planning-first approach, focusing on the integration of personal net worth statements, cash flow analysis, and long-term investment strategies. CWMG is notable for its heavy emphasis on non-discretionary assets, where the client retains final approval on all transactions, reflecting a highly collaborative advisory model. The firm also utilizes institutional sub-advisors when specialized investment strategies are required to meet client milestones.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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