Wealth Management to Steer
Your Financial Future...
Servicing Select Clients throughout Greater Cincinnati and from Around the Country
There’s an old sailing adage that claims “You can’t direct the wind, but you can adjust the sails.” This is the same wisdom that the Coastal Advisory Group applies to wealth management for our select clients.
When you’re a member of our family of investors, we monitor the environment and make adjustments to help ensure that your investments are moving toward your desired destination.
Our Select Clients Get Smoother Sailing from Highly Personal Service and Investment Strategy
Like any sailor, we like to brag — and our biggest boast is we believe that our client retention rate is the envy of the industry. That means in the worst economic storm in recent history, our clients stayed right on board with us. Here’s why:
Our Belief that great friendship is born from honesty and trust, and successful Client-Advisor relationships come from the exact same place.
First Hand Knowledge of the Business World. Michael Mueller, the Captain of our Ship, combines his life experience with rigorous research guiding asset selection that others may overlook.
A Tailored Investment Strategy designed to fit your unique goals and needs.
Active Management of Accounts by monitoring your investments and making adjustments to keep you on course to your dreams.
Multi-Generational Fees discounted on the total value of the entire family’s investments, with each member paying their proportionate share based on their own investment accounts.
Highly Personalized Service that goes much deeper than the typical advisor-client relationship and enables us to make a real difference in how you manage your wealth.