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Costal Wealth Management, LLC is a full service retirement planning company serving our local communities.

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About Us

Greg Money
Justin Barham

Our Services

Business and Succession Planning
Asset Allocation and Risk
Life Insurance
Tax Strategies
Income Planning
Legacy Planning

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Advisory Services are offered through Coastal Wealth Advisory Services, LLC, a Registered Investment Advisor in the state of Florida All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Coastal Wealth Advisory Services, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Coastal Wealth Advisory Services, LLC an Investment Advisor in the State of Florida. Being registered as an investment adviser does not imply a certain level of skill or training. Coastal Wealth Advisory Services, LLC and Alexander, Money, & Associates Inc. are not affiliated with or endorsed by the Social Security Administration or any other government agency. Insurance products and services are offered through Alexander, Money, & Associates Inc., an affiliated company. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.