our firm story
Our Enduring Legacy
After more than two decades in the financial industry, Tony De Stefani watched a pattern repeat itself. Firms grew their client rosters while the quality of advice stayed flat. Solutions were recommended that covered the basics, but rarely accounted for the fact that no two clients share the same goals, the same circumstances, or the same definition of what a successful financial life looks like. Coastal Ridge Wealth was built around a different set of priorities. Every client is unique, their goals are unique, and the plan designed to serve them should be, too.
