James C. Byrnes, Financial Advisor at Coastal Wealth

James C. Byrnes, Financial Advisor at Coastal Wealth Investment Advisor Representative specializing in personalized financial strategies.

At Coastal Wealth, my commitment extends beyond offering financial products; it encompasses a deep understanding of each client's unique aspirations, paving the way for tailored strategies in advisory services, retirement planning, and estate management. The collaborative approach with seasoned professionals ensures every financial need is addressed with precision and foresight.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
06/15/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, the...
05/18/2026

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, there are ways to access funds without selling your investments. Several approaches are available, and understanding liquidity options can help keep long‑term goals in view. Let’s connect.

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income durin...
05/11/2026

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income during illness or injury is critical to keeping your business running and your finances on track.

Let’s explore ways to help protect you.

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those withou...
05/04/2026

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those without savings. But in reality, DI can play an important role in helping high earners protect their income and assets. Let’s start a conversation about strengthening your financial flexibility for the years ahead.

11/06/2025

2026 will mark the 158th consecutive year that MassMutual will pay an annual dividend to its eligible participating policyowners, the largest in the company’s history: an estimated payout of $2.9 billion. Learn more: https://bit.ly/47CtwFj.

Root, root, root for the home team — check out what makes each city's teams great.
09/19/2025

Root, root, root for the home team — check out what makes each city's teams great.

It's a good time to be a sportsfan in these cities!

Are you newly married? Find out how you can prepare for financial success.
09/15/2025

Are you newly married? Find out how you can prepare for financial success.

Strategies to help couples prepare for financial success.

Address

Saint Augustine, FL
32092

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19049973021

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