Coastwise Capital Group, LLC Email Format

Investment ManagementCalifornia, United States2-10 Employees

Coastwise Capital Group, LLC operates as a boutique investment advisory firm in the investment management industry. Headquartered in La Jolla, California, it provides customized financial planning and portfolio management, employing a holistic approach to helping clients meet near- and long-term goals. The firm acts as a fiduciary, prioritizing clients' interests, and designs customized portfolios that may include public market options for income generation and hedging. Its advisory team includes professionals educated at institutions such as Harvard, Wharton, and Berkeley, with experience advising on RSUs, ISOs, and other forms of compensation around liquidity events. Coastwise has received local recognition as La Jolla’s Best Financial Advisor in the La Jolla Light's Best of La Jolla poll and as Best Financial Advisor in the La Jolla Village News Readers’ Choice Awards, and in May 2023 launched The Compound Code, an expert guide to trading stocks and options.

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