Coastwise Capital Group

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7777 Fay Ave Ste G5
La Jolla, CA 92037

Specialties

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 individual financial goals.

Reviews

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1.01 reviews
Lee J.
7/25/2014

Not impressed at all, quite the opposite. Very disappointed. Scott G Kyle told me he would be able to meet my needs/goals and income requirements without a doubt. My investments have been...

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