The Myrtle Beach-based fiduciary firm helps pre-retirees and retirees create structured retirement income plans and manage investments in South Carolina and across the country.
Myrtle Beach, SC, 26 March 2026 /PRNewswire/ — Coast Wealth Management, an independent, fee-based wealth management firm headquartered in Myrtle Beach, South Carolina, has announced the expansion of its retirement planning and investment management services to clients throughout South Carolina and the country via virtual consultations.
As more Americans approach retirement facing increasing uncertainty around income planning, market volatility and rising costs, the firm is focused on helping individuals create structured, reliable financial strategies designed for long-term stability.
Coast Wealth Management specializes in working with pre-retirees and retirees to develop individual retirement income plans, manage investment portfolios, and navigate major financial decisions such as 401(k) rollovers, Social Security timing and annuity strategies.
“Many people approaching retirement feel like they’ve built up a good amount of savings while on the job, but they’re not quite sure how to turn it into a reliable income plan,” said Flavio Medeiros, founder of Coast Wealth Management. “Our role is to bring clarity and structure to that transition so customers can move forward with confidence.”
Acting as a fiduciary, the firm is committed to acting in the best interests of its clients, providing objective, personalized guidance tailored to each individual’s goals and risk tolerance.
Led by a U.S. Navy veteran with more than two decades of experience in financial services, Coast Wealth Management combines disciplined planning with a modern, technology-driven approach to client service.
Client assets are held with established third-party custodians, including Charles Schwab and Altruist, providing an additional layer of security and transparency.
The firm continues to serve clients locally in the Myrtle Beach and Grand Strand area, as well as work with individuals across the country through secure virtual meetings and digital planning tools.
For more information or to schedule a consultation, visit beachwealthgroup.com.
Advisory services are provided through Coast Wealth Management, a registered investment advisor in South Carolina. The firm can do business only in those states where it is properly registered or exempted from registration.
About Coast Wealth Management Group
Coast Wealth Management is an independent, fee-based wealth management firm based in Myrtle Beach, South Carolina, serving clients across the state and country through virtual consultations. The firm specializes in retirement planning, investment management and income strategies for pre-retirees and retirees.