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Coastwise Capital Group
- Financial Services
- San Diego, CA
About this business
Coastwise Capital Group, LLC is an independent money management firm offering superior investment services and expertise to affluent individuals, families, and institutions worldwide. Coastwise offers customized portfolios by way of separate accounts which are carefully tailored to meet the current and evolving needs of our clients. Various account types include individual, retirement, trust, organization accounts, and 529 plans. Coastwise utilizes a combination of stocks, options, ETFs, and bonds to achieve each client's in... read more
Location details
1025 Prospect St #380, Ste 380, San Diego, CA, 92037, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have been a happy client of Coastwise for several years now. Scott and his team have been top notch. Wouldn’t hesitate to recommend.
Seems to be a reputable company for it was named a FIVE STAR Wealth Manager for the 8th consecutive year in 2016
I had a very odd and bizarre encounter with Scott Kyle. He was very rude and demeaning right off the bat, exuded a very horrible first impression. For an investment company you would think he would try to act professionally in the least.
Frequently asked questions about Coastwise Capital Group
How is Coastwise Capital Group rated?
Coastwise Capital Group has a 3.7 star rating with 3 reviews.
When is Coastwise Capital Group open?
Coastwise Capital Group is closed now. It will open on Monday at 9:00 a.m.
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