Todays' investment climate offers unprecedented opportunities. At Coast Financial Wealth Management, our mission is to help clients take advantage of those opportunities by providing them with three key tools:. Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conversation.
We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long -term objectives. On our site, you'll find valuable information for evaluating your current position and progress toward financial goals.
We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long -term objectives. On our site, you'll find valuable information for evaluating your current position and progress toward financial goals.
Services
As an integrated tax and financial services firm, we help you understand the tax implications of your investment choices and ensure you are making the right decisions to help you achieve your financial goals. We focus on the three Cornerstones and tailor our guidance to you and your family's unique financial needs.
The tax and accounting firm of Coast Financial Advisors, Inc. has been actively serving Charlotte County and surrounding areas since its establishment in 1972, with a wide variety of financial oriented services. To further suit the financial needs of clients, Coast Financial Wealth Management was established by Carl Gerace in 1995.
In the same location as Coast Financial Wealth Management is the tax and accounting firm of Coast Financial Advisors, which provides services to small businesses and individuals on both a temporary and long-term basis. They seek to help you navigate through regulations, paperwork and planning so you achieve success.
Here at Coast Financial Wealth Management we are very active in the community surrounding us here in Charlotte County. We enjoy giving back to the community that has allowed us to be in business for over 23 years. Carl Gerace, our Investment Advisor, has played an active roll on numerous boards and organization here in Charlotte County.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Reviews (1)
Kathy Kohlman
Oct 18, 2020
Report
I inherited my mom's house after her passing, and was completely in over my head. I was in college, 6 hours away from Port Charlotte, struggling to stay afloat, and desperately needed help. A family friend recommended Carl Gerace. Carl helped me manage the rental income on the house and paid the mortgage. When the house needed more repairs than a broke college kid could afford, he and the same family friend helped me sell it. Carl managed the estate for me through my college graduation and beyond. Carl and Coast Financial were kind enough to help manage my assets for over a decade. I'm now able
