Coastal Wealth Management

The advisor listed is an Ameriprise financial advisor in Mystic. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question...

We believe in providing our clients with white glove, high-touch service and unbiased investment guidance. As a family team, we understand that your focus may not only be on you, but also on your family and their legacy. That is why we ask a variety of family-oriented questions and listen closely to our clients before we begin our investment process. Our approach is centered on serving the best interests of our clients. We rely heavily on research conducted by the firm and prefer fund managers with long track records and low expenses. We follow a prudent process to gain an understanding of our clients and provide them with a tailored portfolio that aligns with the investment objectives as set forth in their overall plan.

Doherty Beals & Banks PC is a full-service accounting firm located in Mystic, CT, specializing in a range of services including auditing, non-profit accounting, payroll, taxation, and bookkeeping. With a team of experienced professionals, they are dedicated to providing exceptional service and helping clients navigate complex accounting challenges. The firm emphasizes their commitment to supporting both businesses and individuals in achieving financial success with less stress. They offer expert tax consulting and administrative services to ensure clients remain compliant and maximize their financial returns. Generated from the website