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

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite. Nobody teaches that part. There is no course on how to spend the money you spent a lifetime building, so the discipline, the caution, and the watchful eye on every balance don't switch off just because your career did. The Switch Most Savers Struggle to Flip Researchers who study retirement have been paying...
What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what to do. It's knowing what to do first, and in what order. That's a harder question than it looks. Each of these priorities is sound on its own. Max out the retirement contributions. Pay down the balances. Build the cushion. Put money to work in the market. But...
Trump Accounts have been in headlines for months. Few of those headlines explain them the same way. Depending on the article, they sound like a college fund, a retirement account, or something brand new altogether. For parents and grandparents trying to figure out whether any of it matters for their family, the noise has gotten in the way of the signal. What These Accounts Actually Are Section 530A accounts (Trump Accounts) officially launched on July...

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