1075 E Betteravia Road
More than an advisor, we seek to be your partner, coach, and friend.
What differentiates us from the rest? Our independence, transparency, and passion.
Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.
At CoastHills Wealth Management, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed. Contact us today to get started.
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
“Most people don’t plan to fail; they fail to plan.”
― John L. Beckley
“Planning is bringing the future into the present so that you can do something about it now.”
― Alan Lakein
“A society grows great when old men plant trees whose shade they know they shall never sit in.”
- Greek Proverb
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.
“Your time is limited, so don’t waste it living someone else’s life.”
- Steve Jobs
"True Wealth is defined as; all the things that money can't buy and death can't take away."
- Ron Carson
“The most valuable things in your life are always the things that money cannot buy.
― Matshona Dhliwayo