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| | If you have any feedback on how we can make our new website better please do contact us. We would like to hear from you. | |
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About Us
Coast Capital Management, LLC, is a fee-only finacial planning and investment management firm. We are registered with the State of Washington as an investment advisor. We provide our clients with comprehensive financial planning services and, where desired, with portfolio management services.
What drives us
We believe that the complexity of our modern world necessarily means that many of our client's financial planning decisions will have impact on many facets of their lives. In order for people to wisely use their limited resources, it is therefore important to understand these complexities and make decisions in light of the sometimes unexpected impact those decisions will have on all aspects of their lives in order to best assure they can achieve those things that are most important to them. We believe that our clients are best served by advice that is unbiased by a sales agenda, backed by superior knowledge, and enhanced through our acknowledged fiduciary responsibility.
People
Rob Bjur, CFP(R), AEP(R), CFC(R), CWA
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IMPORTANT CONSUMER DISCLOSURE - Coast Capital Management, LLC, hear after referred to as ("CCM") is a registered investment advisory firm in the state of Washington, located on Bainbridge Island, Washington. CCM and its representatives are in compliance with current registration and/or filing notice requirements imposed upon Washington State Registered Investment Advisors. CCM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusions from registration requirements. CCM's web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, CCM's web site should not be construed by any consumer and/or perspective client as CCM's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the internet. Any subsequent, or direct communication by CCM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CCM, please contact the State of Washington, Department of Financial Institutions. A copy of CCM's current written disclosure statement discussing CCM's business operations, fees, and services, is available from CCM upon written request. CCM does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to CCM's web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. |
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