Will McIntosh
Financial Services Professional at Coastal Wealth
Based in New York, United States
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Seniority
Staff
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
315
Contact information
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w•••••••@mycoastalwealth.com
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Background
About Will McIntosh
Will McIntosh helps individuals, families, and business owners make smart financial decisions that last for generations. Graduating from King's College in 2023 with a degree in Finance & Economics, Will sold his landscaping business to focus on helping Connecticut Financial's Clients. Specializing in advanced life insurance strategies—including premium financing and estate tax planning—Will works with clients to solve complex problems with practical solutions. Whether it’s protecting a legacy, creating tax-efficient liquidity, or simplifying a complicated estate plan, Will focuses on clarity, confidence, and long-term value. With a background in both finance and relationship management, Will partners closely with attorneys, CPAs, and family offices to design custom strategies that fit each client’s goals. His approach is hands-on, transparent, and always centered around what matters most: protecting what you've built. When he’s not working with clients, Will’s usually diving into a new book, chasing a personal best in the gym, or spending time outdoors with family and friends. CRN202809-8911226
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