Coastal Wealth Management

Our Story

At Coastal Wealth Management, LLC., we believe that building long-term relationships with our clients is the key to achieving financial success. Our team of experienced financial advisors has decades of combined experience serving the local community. We take pride in our commitment to delivering personalized service to each and every client.

Our Services

We offer a wide range of services designed to help our clients achieve their financial goals. Whether you're an individual or a business owner, we'll work closely with you to develop a customized plan that addresses your unique needs and objectives.

Retirement Planning

Our experienced advisors will help you create a comprehensive retirement plan that takes into account your income needs, expenses, and goals. We'll work with you to develop a personalized strategy that ensures a secure financial future.

Life Insurance

We offer a range of life insurance options to help protect your loved ones in the event of your passing. Our experts will work with you to determine the right coverage levels and policy options for your unique situation.

Investment Services

Our investment advisors will work closely with you to develop a customized investment strategy that aligns with your risk tolerance, time horizon, and financial goals. We offer a range of investment options, including stocks, bonds, and other securities.

Employee Benefits

As a business owner, you want to attract and retain top talent. Our experts will help you design and implement a comprehensive employee benefits plan that includes health, dental, and other benefits.

Our Team

At Coastal Wealth Management, LLC., we're proud to have a team of experienced and dedicated financial advisors who are committed to delivering exceptional service to our clients. Our advisors have extensive backgrounds in finance and have earned a range of professional certifications and designations.

About Our Team Members

We're proud to have Troy Lennox, Chip Gordy, and Tylor Lennox as part of our team. Each of our advisors brings their unique expertise and experiences to the table, and we're confident that you'll find them to be knowledgeable, friendly, and dedicated to your financial well-being.