Wealth Coast Wealth Management
Wealth Coast - Wealth Management & Insurance Solutions founders, Josh Buttrey, Tyler Terry, and Timothy Mulroy saw that financial services, in many ways, had become too transactional. The success of their clients did not come from choosing the perfect stock, building the best portfolio, or creating the most profitable business. Instead, their success was determined by having the most of what they valued the most. Here at Wealth Coast, your wealth is more than just a number. It is the measurement of everything in your life that you care about. The things that make your life the type you want to live – relationships with family and friends, time spent doing what you love, supporting charitable organizations near to your heart, health, legacy, and yes, even money. We’ve learned that our sense of achievement comes from helping to bring you the joy and satisfaction in the ways your wealth is best utilized - for yourself, your family, your community, and the causes you believe in most. To us, the best indication of true wealth is a life well lived.
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Verified contacts
15
available on Kipplo
LinkedIn employees
21
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- EB
Ethan Bjorn
Director of Investments · Finance & Accounting
EmailPhone - JG
Jessica Gervasi
Operations Manager · Operations
EmailPhone - BK
Blake K. Naylor
Private Wealth Analyst · Finance & Accounting
EmailPhone - RK
Riley Kraemer
Private Wealth Analyst · Finance & Accounting
EmailPhone - LH
Leann Harris
Chief Growth Officer · Advertising & Marketing
EmailPhone - SS
Sean Shehab
Smks Consulting · Other
EmailPhone - TM
Timothy Mulroy
Co-founder & Wealth Management Advisor · Other
EmailPhone - TT
Tyler Terry
Co-founder & Wealth Management Advisor · Finance & Accounting
EmailPhone
Showing 8 of 15 verified contacts
Top roles at Wealth Coast Wealth Management
12 distinct titles indexed · top 10 shown.
- 2co-founder & wealth management advisor
- 2private wealth analyst
- 1associate financial representative
- 1chief growth officer
- 1director of investments
- 1financial advisor growth & development director
- 1financial service advisor
- 1investment operations
- 1operations manager
- 1smks consulting
- +2more titles
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