Troy Lennox and Chip Gordy founded Coastal Wealth Management, LLC. because they had a better vision of how to serve their clients.
After working for years at wirehouse firms, Troy and Chip grew a dedicated following of clients who had come to trust their careful guidance and ongoing level of care. To continue putting the needs and best interests of their clients first, they created Coastal Wealth Management, LLC. in 2009. To this day, Troy, Chip, and the rest of the Coastal Wealth team serve investors, retirees, families, and businesses with the same care that has defined our reputation in the local community.
Benefits of Working With Us
As an Independent Firm...
We are able to deliver high quality products and services and a broad selection of options at competitive prices, all without compromise. Being able to work with various industry leading partners allows us to present relevant and cost-effective solutions unique to each of our clients' individual needs.
Through an ongoing process of vetting and research, we partner with world-class custodians and service providers in the financial services and insurance industries, such as Fidelity Investments, American Funds, and Brighthouse Financial. Our clients rest-assured that they are receiving carefully examined products and services provided by reliable, time-tested organizations.
As our broker-dealer, we have chosen Cambridge Investment Research, Inc., a well-regarded and widely established firm designed to service the needs of independent advisors like us. They provide the regulatory supervision and reporting responsibilities necessary to properly address the extensive needs of our client base. To learn more about our relationship with Cambridge, click here.