Coast to Coast Financial Advisors

Mission statement

To be our client’s most trusted advisor and comprehensive resource that transcends investing and encompasses their goals - for their lifetime and for generations to come.

Coast to Coast Financial Advisors go beyond investment performance. We help our high-net worth clients, their families, institutions and organizations (both for profit and not-for-profit) achieve their definition of financial success. We accomplish this by providing the four essential building blocks of wealth management:

We thoughtfully advise and expertly manage with proficiency over $800 million in assets for our valued clients living coast to coast.

Wealth Management encompasses an array of financial wants and needs. Rather than trying to make sense of advice from a series of professionals, high net worth individuals benefit most from a holistic approach in which an advisory team coordinates all the services needed to bring together a wealth management plan for their own and their family's current and future needs.

Forbes.com (Sept. 2017). America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.

The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award. For the full methodology that Forbes developed in partnership with SHOOK Research visit <a href="https://www.forbes.com/sites/rjshook/2018/07/25/methodology-forbes-top-1000-next-gen-wealth-advisors/?ss=next-gen-advisors#623f5d446e68">https://www.forbes.com/sites/rjshook/2018/07/25/methodology-forbes-top-1000-next-gen-wealth-advisors/?ss=next-gen-advisors#623f5d446e68</a>

Source: Forbes.com (June, 2019). Data provided by SHOOKTM Research, LLC. Data as of 3/31/19. America’s Next Generation ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

Coast to Coast Financial Advisors

Let us help you grow more than wealth

Mission statement

Ronald McDonald House Charities receives grant from RBC

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

Strength you can trust

Proud to work with nationally recognized teammates

Let's take the next step together

Meet our team

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Emerging markets: A ripe climate

Creating a lasting legacy