Coastal Wealth Management

Coastal Wealth Management Coastal Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

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Our Glastonbury, Mystic, and Warwick teams recently came together for an unforgettable afternoon of team bonding on the ...
09/01/2026

Our Glastonbury, Mystic, and Warwick teams recently came together for an unforgettable afternoon of team bonding on the beautiful Mystic River.
Strong teams build strong client experiences!

First Day of school for the Kelley’s!!! Have a great year Monroe and Nora!
08/27/2026

First Day of school for the Kelley’s!!! Have a great year Monroe and Nora!

School started today for Maya! We hope that you have a blast in 3rd grade!!
08/26/2026

School started today for Maya! We hope that you have a blast in 3rd grade!!

Today we celebrate Marla! We hope you have an amazing day and can fit in some relaxation. Happiest Birthday, Marla!!🎂⭐
08/25/2026

Today we celebrate Marla! We hope you have an amazing day and can fit in some relaxation. Happiest Birthday, Marla!!🎂⭐

Coastal Wealth Management had a very busy weekend! Thanks to all the clients that came out and enjoyed the Newport, RI P...
08/24/2026

Coastal Wealth Management had a very busy weekend! Thanks to all the clients that came out and enjoyed the Newport, RI Polo Event and the Florida Blue Wahoo's Baseball Game.

Congratulations on your work anniversary Nick! So great to have you on the CWM Team!!
08/20/2026

Congratulations on your work anniversary Nick! So great to have you on the CWM Team!!

Big congratulations to Michael Kelley for being named to the 2026 Forbes | SHOOK Best-in-State Next-Generation Wealth Ad...
08/12/2026

Big congratulations to Michael Kelley for being named to the 2026 Forbes | SHOOK Best-in-State Next-Generation Wealth Advisors list! This honor celebrates advisors who help clients achieve their long-term financial goals—and that’s what drives us every day. Thank you to our amazing clients for your trust and loyalty. We’re excited to keep empowering your financial future!

https://bit.ly/4wnAtms

Get financial guidance in Glastonbury, CT from Michael Kelley & balance pursuing tomorrow's dreams with your goals for today.

08/10/2026

🏌️‍♂️ It's National Golf Month! 🏌️‍♀️

From team outings to client events, golf has a way of bringing people together. We're fortunate to share time on the course with wonderful clients and a dedicated team that makes Coastal Wealth Management such a special place.

We appreciate the relationships we've built and look forward to many more memorable moments ahead.

Sending Birthday wishes to Jason Cerniglia today! We hope your day is filled with fun festivities and a little relaxatio...
08/08/2026

Sending Birthday wishes to Jason Cerniglia today! We hope your day is filled with fun festivities and a little relaxation!

Deadline August 15! Thank you to everyone who has contributed school supplies so far. Your donations are making a meanin...
08/06/2026

Deadline August 15! Thank you to everyone who has contributed school supplies so far. Your donations are making a meaningful difference and are greatly appreciated!!!

Address

56 Williams Avenue
Mystic, CT
06355

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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