Coastal Wealth Management Email Formats

Financial Services • Rumson, New Jersey, United States • 1-10 Employees

Coastal Wealth Management Email Formats

Coastal Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@coastalprivatewealthmgmt.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@coastalprivatewealthmgmt.com	100%

Key Contact at Coastal Wealth Management

Eric Cox

President

Company overview

Headquarters	Rumson, New Jersey, United States
Website	coastalprivatewealthmgmt.com
NAICS	52
Keywords	Investment Management, Financial Advisor, Divorce Help, Retirement Goals
Founded	2022
Employees	1-10

About Coastal Wealth Management

We specialized in strong analysis of both your long term financial goals and immediate needs to develop a financial plan and investment portfolio structure to attain your objectives. With over 25 years working at Goldman Sachs and ultimately Morgan Stanley as a trader and equity analyst, we monitor the economy and financial markets and adjust investments as necessary. Our motivation is for our clients to be secure in the knowledge that their goals will be achieved.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Coastal Wealth Management has never raised funding before.

Frequently asked questions

Coastal Wealth Management is located in Rumson, New Jersey, US.

Coastal Wealth Management was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Coastal Wealth Management

Eric Cox

President

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