Why ClearCoast

Passion & Experience

We begin every day excited to learn something new and are eager to share our knowledge and experience with you.

 

Integrated Approach

More than just investments. Tax planning, Estate planning, Retirement Planning, and more. We strive the provide the resources necessary for you to reach your goals.

 

Personalized Client Relationship

We get to know you, developing a plan towards retirement and a friendship transcending beyond quarterly reviews.

 

Why Us?

Our Services

 

Investments

  • Bonds
  • Common Stock
  • Exchange-Traded Funds
  • Mutual Funds
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

 

Financial Planning

  • Retirement Plans
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Our Team

President, Financial Advisor

David Glienke is the President of ClearCoast Wealth Management, dedicated to enhancing the services he and his team...

Executive Assistant

Heather joined the team in February 2015. She is responsible for providing exceptional service to all clients and...

Executive Assistant

Elena has been part of the team since February 2014, bringing warmth, dedication, and a strong commitment to exceptional...

ClearCoast Wealth Management manages assets for individuals and families, providing investment management, and financial planning services.

Blog

Inflation has been the boogeyman of the economy for months. Sticky prices. Rising gas costs. A looming rate hike. The latest report provided useful data for planning ahead. When inflation cools—even slightly—it can affect everything from interest rates to your travel budget. September's numbers provided important context about the direction of inflation and interest rates. For anyone trying to make sense of their money right now, understanding these shifts matters. Inflation Didn’t Disappear—But It’s Slowing...
Rethinking Retirement: Why True Wealth Is More Than Money You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project. But here’s the truth most planning overlooks: even with a solid financial plan, your ideal retirement could still fall flat. That’s because real wealth in retirement doesn’t just live in your portfolio. It lives in your health, your relationships, and your...
A comfortable retirement doesn’t come with a fixed price tag. Expenses can change over time, and some of the most important ones are easy to overlook. That’s one reason about 45% of retirees could run out of money in retirement. 1 The good news? That outcome isn’t inevitable. The key is recognizing which costs get overlooked and building flexibility into your plan. Let’s explore five common blind spots and what you can do to prepare...

Resources

 

The Very High Cost of Waiting to Save for Retirement

 

Video: How to Choose the Right Investment Advisor

 

Planning a Family: What to Save for Right Now

See all videos  Financial Calculators  Useful Links