Wealth Management
Wealth Management
The strength of personalized solutions to meet your needs.
Wealth Management
The strength of personalized solutions to meet your needs.
Wealth Management
The strength of personalized solutions to meet your needs.
Wealth Management
The strength of personalized solutions to meet your needs.
Coastal Wealth Management Team
L to R: Kelly Ginsberg, Registered Client Associate; Jeanne Woolsey, Client Associate; Klindt Ginsberg, CWS®, Senior Vice President, Financial Advisor; and Linda Smith, FPQP®, Senior Registered Practice Coordinator
OUR FOCUS: TO HELP PEOPLE MAKE SMART DECISIONS WITH THEIR MONEY.
At Coastal Wealth Management, we serve high-net-worth families and business owner who want thoughtful and personalized strategies that align with their financial goals and values.
With over 20 years of experience, Klindt Ginsberg and his team’s approach is rooted in attentive listening and genuine appreciation for each client’s story. They use what they learn to build comprehensive strategies across investment management, retirement, and estate and legacy planning that are uniquely designed to grow and adapt with you.
Our clients value more than strategy, they appreciate collaboration, strong relationships, and most of all, peace of mind. We handle the complexity, adjust as life evolves, and help you step into each next chapter with confidence.
With over 20 years of experience, Klindt Ginsberg and his team’s approach is rooted in attentive listening and genuine appreciation for each client’s story. They use what they learn to build comprehensive strategies across investment management, retirement, and estate and legacy planning that are uniquely designed to grow and adapt with you.
Our clients value more than strategy, they appreciate collaboration, strong relationships, and most of all, peace of mind. We handle the complexity, adjust as life evolves, and help you step into each next chapter with confidence.
Life's Key Moments
At D.A. Davidson, we are committed to providing trusted advice through life's key moments.
Navigating Success with D.A. Davidson Wealth Management
We provide the confidence that comes from having trusted advice and a steadfast partner by your side.
Send Us a Message
Let's Connect
We provide the knowledge and resources of a leading financial advisory practice where your needs come first. Your short- and long-term goals are our main priority and the focus of everything we do. Take the first step to building a financial strategy that’s right for your specific situation. Please use the form to contact us.
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