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Generational Wealth Planning

Focused on Your Tomorrow, and Theirs
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Our Team
Problem
Aging Financial Firms Aren’t Focused On Managing Generational Wealth.
Or Have the Capability...
Aging Financial Advisor - If Your Advisor Retires (or worse)...Who will be there to manage your legacy?
Aging Financial Advisor - If Your Advisor Retires (or worse)...Who will be there to manage your legacy?
How We Can Help
We’ve Built Coastal Oak to Serve Your Family Through Your Retirement,
And Theirs.
By Partnering with Agility Wealth Management & Raymond James, Coastal Oak Wealth Advisors is setup to oversee & manage your legacy long term.
Our Team Is There to Help You Retire and Manage your legacy from generation to generation. Our team is here to protect your legacy.
Our Process
Your Future Deserves a Plan That Matches Your Vision.
Let’s Build it Together
Step 01


The first step is to request an appointment so we can assess your goals, vision, and plans for your legacy.

Step 02


Once engaged our team will go to work building out a long-term generational wealth plan. From your assets to your income plans we’ll cover everything in our power.

Step 03

We’ll help you execute your plan to get you on the path. With a firm view on the vision you have for your legacy and the impact you want to have on future generations.

Our Services

Cash Management, Banking, and Lending

With cash strategies provided by Raymond James and lending solutions provided through Raymond James Bank, you can enjoy all of the features and convenience you're used to, with the personal service of someone you trust and who truly understands your life needs and financial objectives. Our comprehensive suite of cash management and lending solutions can address both your short-term and long-term needs to help ensure that we are continuously working to fulfill your financial goals.

Tailored Investment Strategy and Approach

We listen to your goals, priorities, and concerns to evaluate and diagnose your financial situation to deliver a customized investment strategy for you & your family for generations to come.

Risk Mitigation & Management

We identify and help manage risk in effort to keep your goals in alignment with your risk tolerance.

Coordination with Trusted Professionals

We coordinate with other trusted professionals such as your CPA and Attorneys to help ensure that we are managing your investments in a tax efficient manner and to coordinate legacy planning and charitable giving.

Service Alignment

We provide a high level of service through scheduled calls and meetings to review your total financial picture.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Banking and Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
Ready To Build A Generational Plan? Request an Introduction

9995 Gate Pkw N Ste 300
Jacksonville FL 32246
904-299-9290

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Coastal Oak Wealth Advisors. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Coastal Oak Wealth Advisors is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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