Coastal Wealth Management

07/16/2026

Thank you to everyone who joined us for a wonderful evening at Priam Vineyards!

07/13/2026

Last Friday, Owen O'Donnell - Ameriprise Financial Advisor at CWM had the incredible opportunity to ring the closing bell at the New York Stock Exchange. Thanks for Sharing this exciting day with us!!!

07/10/2026

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07/07/2026

Please join us in congratulating Bryan Lauriat on this remarkable milestone! Here's to your continued success and many more years ahead! ✨💫⭐

07/03/2026

Tom, Congratulations on three years of achievement and dedication. We look forward to your continued success and contributions in the years ahead.
🥳💫🌟⭐

06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

06/21/2026

Wishing all of our CWM dads, and all the amazing dads everywhere, a very Happy Father’s Day! We hope your day is filled with appreciation, relaxation, and time with those who matter most.

06/18/2026

Today was Maya's last day of 2nd grade and she is off to Bulgaria for the summer! Enjoy your trip and have tons of fun with your cousins! Safe travels Silviya, we will see you in a few days!!

06/12/2026

Thank you for spending the day with CWM! We had a great turnout for our Spring Golf Outing at Winnapaug!

06/09/2026

Coastal Wealth Management is looking forward to our upcoming golf outing at Winnapaug Country Club! ⛳️
We always enjoy spending the day with our valued clients and their guests—it’s a great opportunity to connect, relax, and have some fun on the course.
Stay tuned for photos from the event! 📸