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Intercoastal Wealth Planning
- 1200 North Federal Highway, Boca Raton, Florida, 33432
- (561) 210-7339
- https://www.intercoastalwealth.com/
About Intercoastal Wealth Planning
Established January 2022
Financial planning can help bring structure to your financial goals and priorities. This team of certified financial planners works with families and individuals across Boca Raton, Delray Beach, Highland Beach, Boynton Beach, West Palm Beach, Palm Beach, Palm Beach Gardens, Plantation, Fort Lauderdale, Coral Springs, Weston, Cooper City, and Parkland. Services include retirement planning, investment management, wealth management, estate planning, business succession, and business exit planning. As a fiduciary financial planner, the team can also provide financial guidance for divorce situations. Each strategy is tailored to individual goals and timelines, beginning with listening to the client's needs and building a plan that fits their circumstances.
