4695 MacArthur Drive, Suite 1100
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Founder & CEO
Craig is the Founder & CEO of South Coast Wealth Management. He has over 20 years of financial services industry experience and has worked for some of the largest firms in the world including Merrill Lynch, Wells Fargo and Citigroup...
Regional Vice President
Adam Shipley focuses on investment planning, real estate strategies, and asset protection. Adam began his career in commercial real estate working directly with investors, owners, and company executives. Adam received a...
Darren began his financial career in 1997. He is dedicated to assisting individuals, families and businesses achieve their financial goals and objectives, by providing comprehensive and highly personalized retirement, estate and...
Andrae Miller is a financial advisor who helps his clients with estate planning and building diversified investment portfolios. He started his career as an advisor with Merrill Lynch serving his clients needs. By presenting his clients...
Julie began her career as a financial advisor with the wire houses Prudential Securities and Merrill Lynch. She subsequently transitioned to the independent broker dealer environment. Click here to view this individual’s Form ADV...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.