Ensemble Wealth Coastal
Retirement and Wealth Planning in Pawleys Island, SC
Rob Unger, a financial advisor since 2010, plans with retirees and families nearing retirement in Pawleys Island, Georgetown and Murrells Inlet.
Where every plan starts
What Is the Purpose of Your Money?
Rob asks that question before anything else, because every recommendation that follows should answer to it.
Purpose First
We write down what your money needs to do, what you want it to do and what you hope it can do for your family, with the reasons behind each.
Decisions That Follow
Account types, investments, withdrawal strategies and taxes are planned around those goals, in coordination with your CPA and estate planning attorney.
Reviewed With You
We walk through your plan in detail, and our preference is yearly and being available to adjust it when your life changes.
“Tell people what they need to hear, not what they want to hear.”
Rob Unger
Investing You Can Understand
Our investment guidance favors tax efficiency and simplicity. You should know what you own, why you own it and what it costs, and we explain each in plain language.
How we help
Retirement Planning That Reaches Your Whole Family
Many of the families we serve are retired or within a decade of it, and we plan with their parents, children and grandchildren too.
Retirement Planning
Income, withdrawals and timing planned around the retirement you want.
Goal Prioritization and Alignment
Your goals put in order and aligned to the money meant to fund them.
Asset Consolidation
Scattered accounts brought together into a clear picture that is easier to manage and review.
Portfolio Advice and Guidance
Tax-efficient portfolios designed to be simple enough to understand.
Life and Long-Term Care Insurance
Life, long-term care and hybrid policies considered alongside the rest of your plan.
Meet the Coastal Team
Our Mission
To make finance less complicated, and to help you retire comfortably and spend your money on the goals that matter most to you.
What We Stand For
The Full Practice Behind Your Plan
Ensemble Wealth Coastal is part of Ensemble Wealth Planning. You work with Rob and Brandi day to day, and your plan has the whole practice behind it, along with &Partners, a dually registered broker-dealer and investment adviser.
Visit the Coastal Office
Serving Pawleys Island, Georgetown, Murrells Inlet and the Grand Strand. Your first conversation with Rob starts with the purpose of your money.
Ensemble Wealth Planning
11382 Ocean Highway, Suite 3
Pawleys Island, SC 29585
Florence · Pawleys Island
Ready to Join the Ensemble
Let’s work together to achieve financial unity for you and your family, now and for generations to come.
Florence (843)-407-5095 · Pawleys Island (843) 734-2200
