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When you partner with Coastal Wealth Management we truly implement the credit union’s philosophy of “people helping people”. Wealth management is a process and activity which is very important no matter what stage you are in relative to your personal life and/or career. You’ll have access to our expertise, specialists, and insights to help reach all of your specific goals. Our approach with our members and clients is all about transparency, accountability, and taking ownership of your financial life.

- Al Jones
VP, Wealth Management
Financial Advisors - Our experienced professionals listen and help you make the right financial decisions. Talk to an advisor today. Upcoming Seminars - Learn how to prepare for retirement with our Wealth Management seminars. Or, save money on home buying with our realty seminars. Coastal Wealth Management - Get started on your future with Coastal's Wealth Management services. Talk to an advisor today.

Wealth Management

Get started on your future with Coastal's Wealth Management services, available through CFS*.
Retirement & Financial Planning

Retirement & Financial Planning

Coastal Wealth Management offers comprehensive Retirement and Financial Planning services. Learn More
Insurance

Insurance

Investments

Investments

Coastal Wealth Management offers a wide variety of investment options from hundreds of different investment and insurance companies. Learn More
Trusts and Estate Planning Services

Trusts and Estate Planning Services

Login to Your Investment Accounts

Login to Your Investment Accounts

Access Member Portfolio View, eVISION, and My eDocuments Suite. Learn More

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members. Representatives are not attorneys. For legal questions, including a discussion about estate planning or trusts, please consult your attorney.

Trust services offered through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC Insured, may lose value, no financial institution guarantee, and not a deposit of any financial institution. The information contained herein is for educational purposes only and is not intended to provide specific investment, legal, or tax advice.