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Home | Coast Wealth Management, INC

Michael Vandenburg, CFP. Monitoring / Reporting / Reviews. Thank you for visiting Coast Wealth Management. Find out more about Coast Wealth Management. Find out more about how a comprehensive wealth management solution can help you. Find out more about our investment philosophy. If you have questions about Coast Wealth Management or how we can help you please contact us. If you have questions about Coast Wealth Management or how we can help you please contact us.

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Coast Wealth Management

302 N E●●●●●●●no Real

San ●●●●ente , CA, 92672

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Vandenburg, Michael

302 N E●●●●●●●no Real

San ●●●●ente , CA, 92672

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949-●●●●7152
mi●●●●●●●●●●●●●●●@cox.net

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Michael Vandenburg, CFP. Monitoring / Reporting / Reviews. Thank you for visiting Coast Wealth Management. Find out more about Coast Wealth Management. Find out more about how a comprehensive wealth management solution can help you. Find out more about our investment philosophy. If you have questions about Coast Wealth Management or how we can help you please contact us. If you have questions about Coast Wealth Management or how we can help you please contact us.
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Home | Coast Wealth Management, INC | coastwealthmanagement.com Reviews

https://coastwealthmanagement.com

Michael Vandenburg, CFP. Monitoring / Reporting / Reviews. Thank you for visiting Coast Wealth Management. Find out more about Coast Wealth Management. Find out more about how a comprehensive wealth management solution can help you. Find out more about our investment philosophy. If you have questions about Coast Wealth Management or how we can help you please contact us. If you have questions about Coast Wealth Management or how we can help you please contact us.

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coastwealthmanagement.com coastwealthmanagement.com
1

Diversification | Coast Wealth Management, INC

http://www.coastwealthmanagement.com/diversification

Michael Vandenburg, CFP. Monitoring / Reporting / Reviews. Having a properly diversified portfolio is critical when managing risk in a portfolio. Our goal in portfolio diversification is to get the optimum rate of return, taking into consideration your specific goals and objectives, without introducing any more risk or volatility than necessary. 302 N El Camino Real #212-C, San Clemente, California 92672.

2

Market Timing | Coast Wealth Management, INC

http://www.coastwealthmanagement.com/market-timing

Michael Vandenburg, CFP. Monitoring / Reporting / Reviews. Coast Wealth Management believes that attempts to try to “time the market” by moving into and out of stocks to avoid periods of negative performance are mostly futile and counterproductive. 302 N El Camino Real #212-C, San Clemente, California 92672.

3

Fees and Minimums | Coast Wealth Management, INC

http://www.coastwealthmanagement.com/fees-and-minimums

Michael Vandenburg, CFP. Monitoring / Reporting / Reviews. To ensure that we are able to provide the level of service, which our clients, existing and new, deserve, Coast Wealth Management has certain minimum thresholds for new individual clients. The thresholds are divided into two different categories, Private Wealth Management and Investment Management. A minimum portfolio value of $1,000,000 to be managed by Coast Wealth Management. 1% per annum for the first $1,000,000. Michael Vandenburg, CFP.

4

Discovery Meetings | Coast Wealth Management, INC

http://www.coastwealthmanagement.com/discovery-meetings

Michael Vandenburg, CFP. Monitoring / Reporting / Reviews. In the beginning of the Wealth Management process we will start with a discovery meeting where we will discus several areas of your financial and personal life. The areas of discussion include:. It can take anywhere from two weeks to two months to put together the entire plan depending on the complexity of your plan. Monitoring / Reporting / Reviews. 302 N El Camino Real #212-C, San Clemente, California 92672.

5

Events | Coast Wealth Management, INC

http://www.coastwealthmanagement.com/events

Michael Vandenburg, CFP. Monitoring / Reporting / Reviews. Check back soon for upcoming events. 302 N El Camino Real #212-C, San Clemente, California 92672.

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Michael Vandenburg, CFP. Monitoring / Reporting / Reviews. Thank you for visiting Coast Wealth Management. Find out more about Coast Wealth Management. Find out more about how a comprehensive wealth management solution can help you. Find out more about our investment philosophy. If you have questions about Coast Wealth Management or how we can help you please contact us. If you have questions about Coast Wealth Management or how we can help you please contact us.

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Michael Vandenburg, CFP. Monitoring / Reporting / Reviews. Thank you for visiting Coast Wealth Management. Find out more about Coast Wealth Management. Find out more about how a comprehensive wealth management solution can help you. Find out more about our investment philosophy. If you have questions about Coast Wealth Management or how we can help you please contact us. If you have questions about Coast Wealth Management or how we can help you please contact us.

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