Insights

Niche Expertise Growth Coastal States Wealth Advisors specializes in retirement planning, indicating an opportunity to offer advanced financial products or technology solutions tailored for retirement-focused advisory services.

Tech Adoption The company's utilization of cloud infrastructure like Microsoft Azure and modern web technologies suggests they may be open to expanding their digital capabilities with cybersecurity, CRM, or financial planning tools.

Size & Scalability With a small team of 2-10 employees and revenue between one and ten million dollars, there is potential for scalable solutions such as automated client onboarding, compliance automation, or growth consulting to support their expansion.

Industry Alignment Positioned among larger firms like Charles Schwab and Fidelity, Coastal States could benefit from strategic partnerships in investment management technology, wealth management platforms, or back-office support services.

Market Opportunity Their focus on retirement planning points to an aging population trend and increasing demand for specialized financial advice, presenting opportunities in targeted marketing, educational content, or client engagement tools to attract and retain clients.

Coastal States Wealth Advisors Tech Stack

Coastal States Wealth Advisors uses 4 technology products and services including Windows Server, Microsoft Azure, Microsoft ASP.NET, and more. Explore Coastal States Wealth Advisors's tech stack below.

Windows Server

Operating Systems

Microsoft Azure

Platform As A Service

Microsoft ASP.NET

Web Frameworks

Microsoft IIS

Web Servers

Coastal States Wealth Advisors Email Formats	Example	Percentage
FLast@tag-ages.com	JDoe@tag-ages.com	48%
Last@tag-ages.com	Doe@tag-ages.com	2%
LFirst@tag-ages.com	DJohn@tag-ages.com	3%
FLast@tag-ages.com	JDoe@tag-ages.com	47%

Coastal States Wealth Advisors Email Formats

Example

Percentage

FLast@tag-ages.com

JDoe@tag-ages.com

48%

Last@tag-ages.com

Doe@tag-ages.com

LFirst@tag-ages.com

DJohn@tag-ages.com

FLast@tag-ages.com

JDoe@tag-ages.com

47%

Frequently Asked Questions

Where is Coastal States Wealth Advisors's headquarters located?

Coastal States Wealth Advisors's main headquarters is located at P/o Box 111 Fremont, New Hampshire 03044 United States. The company has employees across 1 continents, including North America.

What is Coastal States Wealth Advisors's official website and social media links?

Coastal States Wealth Advisors's official website is tag-ages.com and has social profiles on LinkedIn.

What is Coastal States Wealth Advisors's NAICS code?

Coastal States Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Coastal States Wealth Advisors have currently?

As of February 2026, Coastal States Wealth Advisors has approximately 1 employees across 1 continents, including North America. Key team members include Senior Wealth Advisor: W. G.Financial Advisor: M. G.Investment Advisor Representative: P. C.. Explore Coastal States Wealth Advisors's employee directory with LeadIQ.

What industry does Coastal States Wealth Advisors belong to?

Coastal States Wealth Advisors operates in the Financial Services industry.

What technology does Coastal States Wealth Advisors use?

Coastal States Wealth Advisors's tech stack includes Windows ServerMicrosoft AzureMicrosoft ASP.NETMicrosoft IIS.

What is Coastal States Wealth Advisors's email format?

Coastal States Wealth Advisors's email format typically follows the pattern of FLast@tag-ages.com. Find more Coastal States Wealth Advisors email formats with LeadIQ.

When was Coastal States Wealth Advisors founded?

Coastal States Wealth Advisors was founded in 2010.

Coastal States Wealth Advisors

Q: What technology does Coastal States Wealth Advisors use?

Coastal States Wealth Advisors's tech stack includes Microsoft IIS, Microsoft ASP.NET, Microsoft Azure, Windows Server.

Financial ServicesNew Hampshire, United States0-1 Employees

An experienced team of investment professionals concentrating on retirement planning.

Securities offered through Advisory Group Equity Services Ltd., 444 Washington Street, Woburn, MA 01860 (781) 933-6100 Member FINRA/SIPC

Advisory services offered by Trust Advisory Group, Ltd., a Registered Investment Advisor

Insights

Similar companies to Coastal States Wealth Advisors

Charles Schwab

Northwestern Mutual

Ameriprise Financial

Fidelity Investments

Vanguard

RBC Wealth Management

LPL Financial

Merrill Lynch

Cetera Financial Group

Morgan Stanley

Raymond James

Edward Jones