Born from a need to serve clients while providing a world class investing experience.
ABOUT US
We ARE PROACTIVE
We strive to be the benchmark that Registered Investment Advisers are compared to. Our team possesses the expertise required to support the most complex financial situations.
Every member of our team has a specific set of skills that allows us to provide customized guidance based on each client’s individual financial situation.
Our team is made up of CPAs, Financial, and Insurance professionals. Our independent fee structure is easy to understand and completely transparent. We provide an investment relationship that is attentive, responsive, client-focused, and personal.
BE AHEAD OF THE CURVE
PLAN FOR THE FUTURE
Because we understand that tax planning plays a vital role in investment success, we work closely with Perry & Group CPA, LLC to help provide better results for our clients.
In addition, we employ Estate Planning Strategies to maximize the value of your estate and avoid undue financial burdens to loved ones.
Because we understand that tax planning plays a vital role in investment success, we work closely with Perry & Group CPA, LLC to help provide better results for our clients. In addition, we employ Estate Planning Strategies to maximize the value of your estate and avoid undue financial burdens to loved ones.
Coastal Way Financial Group, LLC is proactive rather than reactive. We are confident that our process will translate into success and security for our clients.
ANDREW L. KLEINMAN
Managing Partner, Financial Adviser
JARRETT A. PERRY
Partner, CPA, CGMA
JESSICA ORLANDO
Client Relationship Manager
Ready To Invest
Let’s schedule a free consultation below.