Blue Coast Wealth Partners Email Formats

Financial Services • Salisbury, Maryland, United States • 1-10 Employees

Key Contact at Blue Coast Wealth Partners

Kelley Selph

Owner | Wealth Advisor

Company overview

Headquarters	Salisbury, Maryland, United States
NAICS	52
Founded	2023
Employees	1-10

About Blue Coast Wealth Partners

Through an initial and ongoing process, we continually help define our clients financial goals and objectives through various life stages. Developing this comprehensive, long-term strategy encompasses assessing the tolerance for risk at each life stage, documenting financial goals, tracking investment performance and progress towards financial goals, implementing tailored advice and guidance and conducting regular reviews. This allows them to stay on track and focus on what they can control. We take pride in making a meaningful and positive impact in our clients' lives. We provide this exceptional client service in a professional, personal and friendly manner.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Blue Coast Wealth Partners has never raised funding before.

Frequently asked questions

Blue Coast Wealth Partners is located in Salisbury, Maryland, US.

Blue Coast Wealth Partners was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Blue Coast Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Blue Coast Wealth Partners

Kelley Selph

Owner | Wealth Advisor

4.8

40,000 users