Empowering clients to control their legal lives
At ClearCoast Wealth Management, we are dedicated to providing our clients with a personalized, expert-driven approach to financial planning and management. Our team of experienced, personable, and reliable advisors is committed to helping you build a sound strategy to guide you in reaching your financial goals.
Our Services
At ClearCoast Wealth Management, we offer a wide range of services designed to help you achieve financial stability and success. Whether you are an individual, a family, or a business, we understand the importance of planning for the future and taking control of your financial well-being.
Our services include:
- Investments: We offer a variety of investment options, including bonds, common stock, exchange-traded funds, mutual funds, treasury bills, government securities, and variable annuities.
- Financial Planning: Our experienced advisors will work with you to create a personalized financial plan tailored to your unique needs and goals.
- Retirement Planning: We will work with you to create a comprehensive retirement plan, including options for traditional and Roth IRAs, 401(k)s, and other retirement accounts.
- Estate Planning: We will help you create a plan to distribute your assets according to your wishes after you pass away, including wills, trusts, and power of attorney.
- Insurance: We offer a range of insurance options, including disability income insurance, life insurance, and long-term-care insurance.
Our Team
At ClearCoast Wealth Management, we pride ourselves on having a highly skilled and experienced team of advisors. Our team includes:
- David Glienke, President and Financial Advisor: With years of experience in the financial industry, David has a deep understanding of the complex financial markets and a passion for helping his clients achieve their financial goals.
- Heather Kredell, Administrative Assistant: Heather is dedicated to providing exceptional customer service to our clients and ensuring that their needs are met.
- Beckett Silver, Administrative Assistant: Beckett brings her skills and expertise to our team, working closely with our advisors to ensure a high level of service to our clients.
What Sets Us Apart
At ClearCoast Wealth Management, we are committed to providing our clients with a personalized, expert-driven approach to financial planning and management. We take a comprehensive approach to financial planning, taking into account each client's unique goals, risks, and circumstances. We believe that financial planning is not just about investments, but about creating a plan that is tailored to your individual needs.
Advisor Expertise
Many reviewers praise the expertise and knowledge of their financial advisors, highlighting their ability to understand individual needs and goals. For example, Nick Bennett's review praises his advisor Ryan, stating that he "walked me through a number of options, giving me a greater understanding of products and overall investment strategy."
Customized Services
Reviewers appreciate the customized services offered by Clear Coast, including the ability to create a portfolio that suits their individual needs and budget. Nick Bennett's review highlights the significant growth his portfolio has experienced since opening his account.
Insurance Options
In addition to investment services, Clear Coast also offers insurance options, which have been well-received by reviewers. Nick Bennett mentions that their insurance options have been a "great fit" for him.
Overall Experience
Reviewers consistently express positive experiences with Clear Coast, citing the expertise of their financial advisors and the customized services offered. Nick Bennett's review concludes by highly recommending Clear Coast to anyone looking for a great wealth management firm.
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