Investment Management and Financial Advice

Laurie Itkin is a financial advisor with Coastwise Capital Group, an independent wealth management firm offering investment and financial advice to individuals and families. 
 

Various account types include individual, retirement, and trust accounts. Coastwise utilizes a combination of stocks, options, exchange-traded funds (ETFs), and bonds to achieve each client’s individual financial goals. In many cases we use options strategies to increase income, reduce volatility, and provide downside protection on individual stocks or across an entire portfolio. Our fee is based on a percentage of assets under management and no commission-based products are sold.

 

 

 

Success! Message received.