A professionally managed portfolio designed around your goals, timeline, and comfort with risk—without the pressure to pick investments or monitor the market yourself.
Digital investment advice from Coastal Private Wealth Management LLC.
Begin with broad ETF diversification or select a focused 25-stock portfolio. Add personalized wealth management services whenever your financial life calls for more.
A low-cost portfolio of exchange-traded funds matched to your financial profile, with optional sector exposure.
Choose from five distinct stock strategies, each built from a documented investment process and reviewed monthly.
Choose an ongoing personalized advice relationship in addition to your investment program. The add-on is optional and can be selected separately from automated portfolio management.
A clear digital process helps you understand what you are opening, why a portfolio fits, and what happens after your account is funded.
Share your goals, timeline, finances, investment experience and comfort with risk.
See the proposed program and allocation, along with the reasoning, fees and material risks.
Complete identity verification, sign electronically and fund by supported bank or account transfer.
Your portfolio is monitored and managed under the approved investment process.
Each strategy is expected to hold 25 stocks at launch. The right choice depends on your objective and risk profile—not which theme happens to be popular.
Companies showing persistent relative and absolute price strength.
Businesses with attractive forward growth prospects over the next year.
Growth exposures spread across sectors and business drivers.
A blend of quality, growth, value and defensive characteristics.
Companies selected for dividend quality, sustainability and income.
Models and securities can change. Portfolio review does not mean that trading occurs every month. All investing involves risk, including possible loss of principal.
The ETF and stock programs are designed for the account registrations below, subject to custodian eligibility and documentation requirements.
Laura H. Casey brings deep capital-markets experience and a decade devoted to helping individuals and families through wealth management.
Laura has worked on Wall Street for more than 30 years. She began her career at Goldman Sachs as a derivatives trader and later worked as an equity analyst covering the banking and healthcare industries. While working in Chicago, she earned her MBA from the University of Chicago Booth School of Business, concentrating in finance and statistics.
For the past 10 years, Laura has focused on wealth management—combining portfolio construction, financial planning, risk analysis and ongoing advice to help clients make thoughtful financial decisions. She founded Coastal Private Wealth Management to bring institutional investment experience into a personal advisory relationship.
A Trinity College graduate and former collegiate tennis player, Laura also understands the financial decisions families face as a mother of four. She and her husband, Brian, are often found with Gavin, Anna, Liam and Owen near the tennis courts or the beach.
No. It is intended to be a discretionary digital investment advisory service. Portfolios are managed under an approved process rather than encouraging clients to trade frequently.
The ETF program’s annual fee is 0.25% and the stock program’s annual fee is 0.50%. Clients may separately add Personal Wealth Management for an additional 0.25% annually, making the combined annual fee 0.50% for the ETF program or 0.75% for the stock program. Fees are intended to be billed monthly in advance and prorated where applicable. Ordinary deposits and withdrawals do not trigger an immediate fee adjustment.
The optional add-on includes personal financial planning, scheduled adviser meetings and individualized tax-management guidance. It does not include preparation of tax returns or legal advice. The final scope, meeting schedule and eligibility requirements will be described in the applicable advisory agreement before enrollment.
AI may assist research, scoring and monitoring. It does not guarantee accuracy or investment results. The production methodology will use documented rules, controls, versioning and supervision.
Trading in a taxable account can create gains, losses, dividends and other tax consequences. Short-term and long-term gains may be treated differently, and wash-sale rules may apply across accounts the system cannot see. Invest with CG does not provide tax or legal advice.
No. All investments involve risk, including possible loss of principal. Diversification, models, forecasts and AI-assisted analysis cannot guarantee a profit or prevent loss.
Review Coastal Wealth Management’s Client Relationship Summary (Form CRS). It describes services, fees, conflicts of interest, standards of conduct and important questions to ask.
Invest with CG is preparing for a controlled launch. Client onboarding is not yet open.