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About Us

Your Partner in Simplifying Wealth

At Coastal Strategic Capital, our mission is to simplify wealth creation and management for business owners and high-net-worth families. We serve as your Family CFO and advisor, taking the complexity out of financial decision-making so you can focus on what matters most. With a proactive, team-based approach, we help you build lasting generational wealth and pursue financial clarity.

A Financial Strategy Built Around You

A Financial Strategy Built Around You

Your financial journey is as unique as you are. That's why we deliver an experience driven by a high level of engagement, accessibility, custom-tailored strategies, proactive communication, and education. We are able to achieve this because we are selective in the number of families we work with.  By taking the time to understand what truly matters to you, we provide guidance that fits your life today and builds a foundation for your legacy tomorrow.

Holistic Solutions for Every Life Stage

Holistic Solutions for Every Life Stage

From investment management and retirement planning to estate and tax strategies, we bring every element of your financial life together. Our comprehensive services help ensure that no detail is overlooked, creating a coordinated and sustainable plan to grow and protect your wealth.

Your Financial Life, Streamlined

Your Financial Life, Streamlined

Managing multiple professionals, accounts, and plans can feel overwhelming. At Coastal Strategic Capital, we act as your Family CFO, organizing your financial life into one cohesive strategy. With clear accountability and advanced technology, we help you make timely, informed decisions with confidence.

Guiding Principles

Take Meaningful Action

We don’t just plan — we take action. We develop strategies and plans we can execute, helping to ensure alignment and accountability to your greater goals.

Simplify the Complexities

We make the complex simple. Using cutting-edge financial tools and modern platforms to manage the complexity, so you don’t have to.

Stay One Step Ahead

We’re proactive, not reactive. We provide take-charge guidance and educational insights so clients are equipped to overcome challenges and seize new opportunities.

Serve As the Family CFO

We help ensure seamless management and optimization across the wealth spectrum to help clients earn, grow, and preserve their businesses, lifestyles, and legacies.

Meet The Team

As a passionate, collaborative team, we work together to provide thoughtful guidance, helping you pursue and refine your financial strategy. We want to be a resource and advocate in every facet of your financial life. 

Billy Petzold

Billy Petzold CDFA®

Partner/Wealth Advisor

Anthony Valentino

Anthony Valentino AIF®

Partner/Wealth Advisor

AJ Proske Jr.

AJ Proske Jr. CFP® AIF® CEPA®

Partner/Wealth Advisor

Andrew Greenberg

Andrew Greenberg

Internal Portfolio Analyst, Registered Representative

(843) 471-1470

Michelle Pichirallo

Administrative Assistant

Carrie Ruegger

Administrative Assistant

Melody McLean

Melody McLean

Client Service Associate

(843) 471-1470

What CFP® & AIF Means for You

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Are You Prepared to Live the Life and Leave the Legacy You Envision?

Are you confident in your ability to create the lifestyle and legacy you’ve dreamed of? Thoughtful, comprehensive strategies allow you to focus on what truly matters without second-guessing your financial future.

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Who We Serve

We work with individuals, families and business owners to unlock potential in their assets and pursue their ideal life.

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Our Approach

With our approach, all the pieces of your financial life come together with precision and care, creating a clear path to your goals.

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Our Services

Our firm offers a comprehensive suite of services to help you take the appropriate steps toward your ideal future.

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