CoastEdge Partners
Highly Engaged Employees
Highly Engaged EmployeesFinance · California, United States · 11-50 Employees
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Overview
Headquarters
888 Prospect St Ste 220, La Jolla, Calif...Phone Number
(858) 997-2777Website
www.coastedge.comRevenue
<$5 MillionIndustry
About CoastEdge Partners
CoastEdge Partners is a boutique multi-family office based in San Diego, specializing in investment management, tax strategy, estate planning, and reporting for families with complex wealth. The firm serves entrepreneurs, senior executives, and multi-generational families, providing tailored wealth management solutions that prioritize transparency and accountability. CoastEdge operates with a principal-led model, ensuring that every client relationship is managed directly by the firm's principals without layers of coverage. Their approach focuses on reducing complexity and enhancing clarity in wealth management, allowing clients to concentrate on other aspects of their lives.Explore more
CoastEdge Partners Org Chart
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CoastEdge Partners is a boutique multi-family office based in San Diego, specializing in investment management, tax strategy, estate planning, and reporting for families with complex wealth. The firm serves entrepreneurs, senior executives, and multi-generational families, providing tailored wealth management solutions that prioritize transparency... Read More
