Edward Montagna

Edward Montagna

President

 

“My job as a Private Wealth Advisor, registered through Sorrento Pacific Financial, is to help guide customers through the financial maze, regardless of their stage of life. Whether you are nearing the day of your retirement or just starting your journey, I will use my experience and education to craft a personalized investment stragety to help you achieve your needs and goals", notes Edward Montagna of Coastal Wealth Management.

 

“Helping customers with their financial needs is in my family’s DNA.  My father spent over 45 years as a stockbroker and my daughters are helping others with their financial futures as executive recruiters.”

 

As a CPA with an accounting and finance background, along with financial services industry experience going back several decades, Edward Montagna is uniquely qualified to advise on how each customer can effectively grow, protect, and eventually, transfer wealth in a tax-efficient manner.

 

Email Edward.Montagna@mybd.com to schedule your complimentary, no-obligation appointment to discuss your personal financial needs, including:

 

  • 401(k) and 403b Rollovers

  • Retirement Income Plans

  • Mutual Funds and 529 College Savings Plans

  • Tax-Deferred and Tax-Advantaged Accounts

  • Advisory and Brokerage

  • Life and Long-Term Care Insurance Solutions

  • Estate Planning

  • Conservative FDIC Insured Products

 

Edward uses a four-step process for new client evaluations, including:

 

ASSESSMENT:

  • Listening to, and understanding, your family’s unique wealth management needs.

  • Learning ‘what keeps you up at night?’

  • Reviewing, in comprehensive detail, your current investments, savings, income sources/needs, household expenses and insurance coverages.

  • Discussing your future goals and dreams – ‘how will the money you earn be used to make you happy or fulfilled?’

 

 

PLANNING:

  • Using the assessment results, Edward designs a personalized investment strategy to get you on track to meet your family’s short- and long-term goals.

  • Helping you understand the risks and trade-offs of the various investment options, and based on this, agreeing on an asset allocation.

     

     

    MANAGEMENT:

  • Constructing a personalized portfolio, complete with risk management controls and systematic rebalancing.

  • Planning to help you keep more of what you make, utilizing both tax-managed and tax-deferred accounts.

  • Reporting on your progress with easy to understand, consolidated online or paper statements.

     

     

    TEAM APPROACH:

  • Coordinating directly with your tax and legal professionals, other financial advisors and outside investment holdings, provides a better sense of your family’s overall financial plan – and the actions necessary to better-contribute to its’ success.

Coastal Wealth Management’s team of professionals are here to help and support you. Edward looks forward to having you and your family become Coastal Wealth Management customers.

 

 

Coastal Wealth Management LLC

445 Brick Blvd. Suite 105

Brick, NJ 08723

Phone: 732-243-0001

Fax: 732-243-0002

Website:  www.coastalwealth.org

Phone (732)-243-0001
Fax (732)-243-0002
Mobile Phone (732)-580-9135