About Us
One Relationship. Many Solutions. One Mission.
Why Coastal Exists
Financial Lives Are Complex. We Make Them Connected.
At Coastal Family Wealth Advisory, we believe confidence comes from connection. Financial lives are complex. You have a business to run, taxes to file, and a legacy to build. Too often, the professionals helping you do these things operate in isolation. We founded Coastal to change that.
We view ourselves as the strategic anchor. Our mission is to simplify decision-making by ensuring your “Wealth Strand” is always connected to your tax, legal, and business realities.
Our mission is simple yet transformative:
To simplify and strengthen financial decision-making through an integrated, relationship-based approach that connects every area of your financial world.
Whether you’re managing a growing business, preparing for retirement, or funding your child’s education, we ensure each decision supports the others — creating one cohesive, resilient plan built for life’s changing tides.
The Coastal Difference
One Family. One Mission. Full Support.
We are not just a collection of advisors; we are a collaborative advisory community.
The Relationship Manager (RM)
Every client is paired with a Relationship Manager. The RM is the “weaver.” They listen deeply to your needs and ensure that our Wealth advice aligns perfectly with the other professionals in your life.
Your Team, Your Choice
If you have a trusted CPA or attorney, your RM works with them to ensure seamless execution. If you have gaps in your planning, your RM can instantly bring in our internal Tax, Business, or Educational Advisors to fill that void.
Meet Our Founders
Michael R. Laliberté, MSPFP, MPAS℠, ChFC®, CEPA, CFSLA
Founder & CEO
Christine "Chrissy" Laliberté
Co-Owner & Senior Relationship Manager
The Heart Behind the Mission
“We built Coastal Family Wealth Advisory to create the kind of firm we always wished existed — one that connects every part of a client’s life, simplifies decision-making, and provides care that lasts across generations.” — Michael & Chrissy Laliberté
At Coastal Family, every plan is personal, every conversation is part of a larger journey, and every client becomes part of our Coastal Family — tied together by shared purpose, trust, and lasting connection.
The Heart Behind the Mission
“We built Coastal Family Wealth Advisory to create the kind of firm we always wished existed — one that connects every part of a client’s life, simplifies decision-making, and provides care that lasts across generations.” — Michael & Chrissy Laliberté
At Coastal Family, every plan is personal, every conversation is part of a larger journey, and every client becomes part of our Coastal Family — tied together by shared purpose, trust, and lasting connection.
Our Vision for the Future
Our vision extends beyond financial management.
We aim to reshape what advisory means — transforming it from a transaction-based service into a lifelong relationship built on empathy, strategy, and shared success.
Through our four consultancies and our Relationship Manager model, we are building a blueprint for the next generation of integrated advice — one that is:
Human-centered
Holistically Designed
Deeply Personal
We don’t just manage money — we guide families forward with care, clarity, and purpose.
Ready to Begin?
Whether you’re seeking clarity in one area or coordination across them all, our Relationship Managers are here to help you tie it all together.