This is Our Pledge

We Help You Reach Your Goals. The plan we create together will focus exclusively on you – your goals, your current finances, your time horizon and investing comfort level.
learn more

What You Need to Know about Your Will

10/28/14 - Without a will, the probate court will decide how your assets are to be distributed and, if minor children are involved, with whom they will live. Learn more…

Coastal Capital Gives Back: National Multiple Sclerosis Society

7/1/14 – Over the past few months, Coastal Capital has made an effort to focus on our charitable giving. Although we are a small company, each person who works here has a charity that is close to them for personal reasons. Allison selected the National Multiple Sclerosis Society. Read to find out why…

Local Advisors Say Market Pullback No Cause For Alarm


David Caruso of Coastal Capital Group
watch video

Stay current on all the market happenings and conduct your own research. view now
Dave's Weekly Radio Broadcast
Dave Caruso reports earnings and consumer sentiment are holding steady. listen now


Coastal Capital's Blog
read more


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL registered representative associated with this site may only discuss and/or transact securities with residents to the following states:
AZ CA CO CT FL HI IL MA MD ME MI NC NH NJ NY OH PA RI SC TX VA VT WA