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



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



  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Our Team

President, Financial Advisor

David Glienke is the President of ClearCoast Wealth Management. He is passionate about seeking new ways to enhance the...

Administrative Assistant

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

Administrative Assistant

Beckett joined Clearcoast in September 2022. She is a proud mother of two beautiful girls that she is currently...

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




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