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Generational Wealth Planning

Focused on Your Tomorrow, and Theirs
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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?
Solution
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
Tommy Isaacs and Scott Petros Standing Together. Simbolizing taking action. 

Step 01
Tommy Isaacs and Scott Petros Standing Together. Simbolizing taking action. 



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

We manage your cash activity and have all the banking and lending capabilities of Raymond James Financial Services.

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 to ensure your goals are aligned with your risk tolerance.

Coordination with Trusted Professionals

We coordinate with other trusted professionals such as your CPA and Attorneys to 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 regular 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.
Ready To Build A Generational Plan? Request an Introduction

9995 Gate Pkw 
Jacksonville FL 32246
904-299-9290

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Securities offered through Raymond James Financial Services, Inc., Member FINRA SIPC

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.  Coastal Oak Wealth Advisors and Agility Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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