Our Mission is to add value to the financial lives of our clients and improve the quality of our client's lives. To provide our clients with superior personal service and the highest level of financial planning and investment advice based on time tested principles. We are committed to providing unsurpassed client satisfaction through the delivery of the highest quality, value added investment management and financial planning services.
We are committed to partnering with our client's to help them achieve their financial goals through the development of structured, goal driven investment portfolios and customized financial plans.
We are committed to partnering with our client's to help them achieve their financial goals through the development of structured, goal driven investment portfolios and customized financial plans.
Services
As you consider your options with hiring a wealth advisory firm I invite you to get to know Coast Wealth Management. Selecting the appropriate firm to work with is a very important first step in planning to meet your financial goals. You want to select a company that is competent, ethical, proactive, and one that you feel personally comfortable working with for the long term.
Michael Vandenburg is a Certified Financial Planner practitioner and is the President and founder of Coast Wealth Management, Inc., a registered investment advisor in San Clemente, Ca. Mike received a Bachelor of Arts in Business Administration from Point Loma Nazarene University in 1992. Mike started Coast Wealth Management, Inc. so that he could better serve his clients without conflicts of interest and within the community where he lives.
Wealth Management is the seamless integration of comprehensive, strategic, and ongoing Financial Planning, with personalized Investment Management. The two cannot be separated, because we believe that investment decisions can only be made within the context of your specific time-bound and consumption-oriented goals.
Wealth Management consists of two separate and distinct disciplines: Investment Management and Financial Planning. We believe the two cannot be separated, and, while we work closely with our clients other advisors, we require that all clients retain Coast Wealth Management as both their primary investment manager and financial advisor.
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