Advisors shouldn't just manage your money. They should be your bridge to the financial world. Coastal Wealth Management, LLC. was founded for a very simple reason - we believe the client comes first. Each member of our team brings something unique to Coastal Wealth Management, LLC. We depend on each other and use our shared wisdom and expertise to bring the best solutions to our clients.
Troy Lennox serves as Managing Principal, Owner/Partner, and Registered Financial Advisor of Coastal Wealth Management, LLC. Troy Began his career in the finance industry in 1992 after graduating from Frostburg State University with a degree in Business Administration. Troy started his successful career providing financial services to the community 25 years ago.
Troy Lennox serves as Managing Principal, Owner/Partner, and Registered Financial Advisor of Coastal Wealth Management, LLC. Troy Began his career in the finance industry in 1992 after graduating from Frostburg State University with a degree in Business Administration. Troy started his successful career providing financial services to the community 25 years ago.
Services
This is the cornerstone of what we do. Whether you are saving for retirement, or are retired already, our advisors will work with you to create a financial plan that aligns with your goals. Retirement Plans - IRAs, Roth IRAs, 401(k)s, 403(b)s, and Thrift Savings Plans (TSPs), to name a few, are vehicles that one can use to save for retirement in a tax-favorable way.
During your initial discovery call with your advisor, you will be provided a list of items for your follow up appointment. However, as a general practice, please bring a copy of your most recent account statements, any details regarding regular income and expenses, and a government-issued ID such as a driver's license.
As we near election day, market volatility has become a day-to-day occurrence, and outlining a plan for your retirement has never been more important. Join Coastal Wealth Advisors Tylor Lennox, Troy Lennox, and Chip Gordy, and Prudential Life guest speaker Mike Giles, for a discussion on retirement readiness, asset protection, and smart ways to stay invested.
Troy Lennox and Chip Gordy founded Coastal Wealth Management, LLC. because they had a better vision of how to serve their clients. After working for years at wirehouse firms, Troy and Chip grew a dedicated following of clients who had come to trust their careful guidance and ongoing level of care. To continue putting the needs and best interests of their clients first, they created Coastal Wealth Management, LLC. in 2009.
The employee benefits landscape is ever-changing. Coastal Wealth Management, LLC. is your local team dedicated to the successful integration of quality benefits at your place of business. We can help you create a custom benefits package for your business from start to finish, or if you already have benefits in place, we can help you fine-tune your plan in the best interest of your business and your employees.
Reviews (3)
Donna Frankowski
Nov 26, 2020
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Tylor Lennox is a professional with a capital P!!! Not only does he possess a wealth of knowledge regarding the financial industry but he can explain it in layman's terms. Working with Tylor has literally changed my opinion of working with a wealth management company. I am confident that I am in good hands and can make life changing decisions based on good advice, complete understanding and transparency. I highly recommend Coastal Wealth Management!
Anita M. Hicks
Oct 29, 2020
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Positive: Professionalism, Responsiveness
The people at Coastal Wealth Management are wonderful! It's been my pleasure to work, for the most part, with Tylor Lennox. He is professional, has a high level of integrity, is extremely knowledgeable and is just, an all around nice guy! I highly trust and recommend them.
The people at Coastal Wealth Management are wonderful! It's been my pleasure to work, for the most part, with Tylor Lennox. He is professional, has a high level of integrity, is extremely knowledgeable and is just, an all around nice guy! I highly trust and recommend them.
Colleen Nichols
Sep 21, 2020
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