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Coastal Strategic Capital
Coastal Strategic Capital exists for successful families and business owners who’ve outgrown basic advice. We serve as your Family CFO—bringing together the moving parts of your financial life into one coordinated strategy.
Our team has real-world experience in business ownership, private investments, real estate, and advanced financial planning. We met while working inside a more traditional firm—and quickly realized the industry was long overdue for change. So we built the firm we wished existed: independent, proactive, and built to deliver elite execution for clients who expect more.