Coast Wealth Management, Inc.

Coast Wealth Management, established in 2003, is a fee-only financial planning and investment management firm based in California. The firm specializes in providing personalized financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Coast Wealth Management does not receive commissions for selling financial products and is not affiliated with entities that do. Clients have full control over their assets, with the firm placing trades under a limited power of attorney. The firm offers tailored relationships, creating investment policy statements based on client goals and objectives. Services include financial planning, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Coast Wealth Management operates on a fee-based structure, with fees based on a percentage of assets under management. The minimum account size for Private Wealth Management is $1,000,000, while for Investment Management, it is $100,000, with exceptions for certain clients. Investment strategies include strategic asset allocation using passively-managed index and exchange-traded funds, with a focus on global diversification. The firm employs security analysis methods such as fundamental and technical analysis. Clients are informed about the risks associated with their investments, including interest-rate risk, market risk, inflation risk, and more. Coast Wealth Management upholds a strong commitment to client confidentiality and information security. The firm has a Business Continuity Plan in place to address various disaster scenarios and maintains a secure office environment. Michael Vandenburg, CFP®, the owner and principal executive, oversees all advisory activities and has a background in investment management and financial planning. No disciplinary actions, bankruptcy petitions, or arbitration claims have been filed against the firm.