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The IPA is honored to have Coastal Equities Inc. join the IPA community. Please take a few minutes to learn about their company and how they can help your business. Welcome Coastal Equities Inc!

Coastal Equities Inc.

Coastal Equities Inc. is a hybrid broker-dealer/RIA offering multi-generational wealth strategies including team-based estate planning, business and tax planning, business protection and succession planning, and college planning.

Business Mission

Our Mission is to build life-long client relationships from a foundation of personal service, trust and an emphasis on absolute returns on investments. Our focus never wavers from what is important – our client – and how our successful working relationship can affect your lifestyle and legacy. We believe that you work hard for your money and that your money should work hard for you.

For More Information:
Ross Fronk
Due Diligence Officer