Coastal Wealth
Coastal Wealth
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    Empowering you to live your best life through investment advice

    Investment Advice Tailored to You from Financial Planning to Implementation

    Investment Advice Tailored to You from Financial Planning to ImplementationInvestment Advice Tailored to You from Financial Planning to ImplementationInvestment Advice Tailored to You from Financial Planning to Implementation
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    Empowering you to live your best life through investment advice

    Investment Advice Tailored to You from Financial Planning to Implementation

    Investment Advice Tailored to You from Financial Planning to ImplementationInvestment Advice Tailored to You from Financial Planning to ImplementationInvestment Advice Tailored to You from Financial Planning to Implementation
    Start Now

    Meet Coastal Wealth

    Enjoy Retirement: Calm ocean on a partly cloudly day

    Laura H. Casey

    I love my clients. I know my clients and I am motivated to do my best for my clients.  With over 30 years of experience in the finance, commencing at Goldman Sachs as a derivatives trader; then I worked for over 15 years as an equity research analyst before transitioning to wealth management. I earned my MBA from the University of Chicago's Booth School of business and am happily married with 4 kids 19 months apart!

    Client Situations

    Contact Us

    Better yet, see us in person!

    Are you looking for financial planning and/or investment advice, please feel free to call or text during normal business hours: (917) 558-2468.

    Coastal Wealth

    85 Broad Street, 85 Broad St, New York, New York 10004, United States

    917-558-2468 casey@coastalwlth.com

    Hours

    Open today

    09:00 am – 05:00 pm

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