Insights

Retirement Focus Target a retirement planning niche with Coastal States Wealth Advisors, highlighting opportunities for fee-based advisory growth and expanded client lifetime value.

Small Firm Advantage Position as a scalable partner for a near-zero to small team, offering back-office support, compliance safeguards, and access to broader product and custodian relationships to accelerate growth.

Tech Enablement Leverage their Microsoft Azure and .NET stack to propose integrated technology upgrades, data analytics, and secure digital onboarding to improve advisor efficiency and client experience.

Regulatory Alignment Emphasize trusted custody and advisory relationships with FINRA/SIPC and RIA registration as a pathway to enhance credibility with clients and expand referral opportunities.

Competitive Positioning Identify cross-sell potential with mid-sized to large brokerages and RIAs seeking scalable retirement planning capabilities to complement their existing offerings and capture more retirement assets.

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	90%
Last@tag-ages.com	Doe@tag-ages.com	5%
LFirst@tag-ages.com	DJohn@tag-ages.com	5%

Coastal States Wealth Advisors Email Formats

Example

Percentage

FLast@tag-ages.com

JDoe@tag-ages.com

90%

Last@tag-ages.com

Doe@tag-ages.com

LFirst@tag-ages.com

DJohn@tag-ages.com

Frequently Asked Questions

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.

How much revenue does Coastal States Wealth Advisors generate?

As of July 2026, Coastal States Wealth Advisors's annual revenue is estimated to be $1M - $10M.

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 July 2026, Coastal States Wealth Advisors has approximately 1 employees across 1 continents, including North America. Key team members include Account Executive: R. G.. 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 Azure, Microsoft IIS, Windows Server, Microsoft ASP.NET.

Q: What is Coastal States Wealth Advisors's NAICS code?

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

Financial ServicesNew Hampshire, United States0-1 Employees

Coastal States Wealth Advisors is a financial services firm focused on retirement planning, backed by an experienced team of investment professionals. The company operates from Fremont, New Hampshire, and appears to be a very small operation. Securities related to the firm's offerings are provided through Advisory Group Equity Services Ltd., based in Woburn, Massachusetts.

Advisory services are delivered by Trust Advisory Group, Ltd., a Registered Investment Advisor. The firm appears to target individuals seeking retirement planning guidance. These arrangements reflect a structure where securities and advisory services are provided by separate entities within the broader financial services landscape.

Insights

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