Coastal Wealth Management

Coast Wealth Management is an SEC registered investment Advisor. We have over 30 years of financial management experience. We are fiduciary advisors, meaning that we don’t just tell you that we put your interest first, we have a legal obligation to do so.

Laura H. Casey

Laura was born in Summit, New Jersey. Her interest in economics and mathematics led her to Trinity College in Connecticut where she was also a member of the tennis team. After college, she wanted to work on Wall Street and began her career at Goldman Sachs as a fixed income derivatives trader.

With Goldman Sachs, she transferred to its Chicago office to pursue her MBA at the University of Chicago’s Booth School of Business (then call GSB). Her focus at Booth was finance and statistics. Upon Graduation, she returned to Wall Street as an Equity Analyst. Over the next ten years, she covered the banking and healthcare industries.

In August of 2007, the mortgage crisis started and the following month, was the birth of her first child. Citigroup offered her a nice severance package to not return from maternity leave, so she grabbed it and looked to expand her family. In 2009, her family exploded with the birth of triplets.

Over the following years, Laura focused the majority of her energy on her children, while also making and selling personalized layette items on Etsy and managing her family’s investments.

In 2018, while watching CNBC in the morning as she had been doing practically since the channel was inaugurated, the idea coalesced to become a financial advisor. It combines what she loves, planning and people as well as utilizing her strong analytical abilities.

While at Morgan Stanley, Laura was consistently a top performer. She was in the Pace Setters club in 2019, 2020 and 2021. In 2022, she earned the Premier Award for earning over a million dollars in revenue.

Coastal Wealth Management is a culmination of Laura’s experience as a trader, equity analyst, financial planner, and wealth advisor. She looks forward to getting to know you and your goals.

Laura and her husband, Brian, and their children, Gavin, Anna, Liam and Owen are often found at the tennis courts or beach. Their various pets, dogs, cats and chickens, can be found tearing up the back yard!

Coastal Wealth Management provides detailed financial planning and wealth management solutions. We provide a full array of financial planning capabilities and investment solutions. We maintain a client-first mentality to address your unique situation and goals.