East Coast Wealth Management, Inc.

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Client assets under management

$152,987,459

Clients

201

30% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$761,132

About

East Coast Wealth Management provides discretionary and non‑discretionary investment management, financial planning, and retirement plan consulting primarily to individual and high‑net‑worth clients, as well as trusts, business entities and participant‑directed 401(k) plans. The firm typically implements AUM‑based advisory relationships and constructs portfolios using ETFs, mutual funds, and individual equity and fixed‑income securities, often allocating portions of client assets to independent third‑party managers.

Portfolios are built from documented risk‑tolerance questionnaires and investor profiles and managed using a mix of fundamental and technical analysis with a long‑term orientation; the firm also monitors accounts quarterly and adjusts allocations as client circumstances change. In addition to standard equity and bond holdings, ECWM may use covered‑call option strategies and other derivative positions in managed accounts, and it discloses the possible use of margin and limited exposure to cryptocurrency‑linked securities.

Noteworthy aspects include an affiliation with a CPA accounting practice owned by the firm’s principal, which the firm discloses when recommending tax or accounting services, and formal referral/compensation arrangements with named independent managers and wrap program sponsors. The firm is a relatively small advisory team managing roughly $153 million for about 200 clients and provides access to certain adviser‑only funds (e.g., Dimensional Fund Advisors), which can affect transferability of those holdings on termination.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Real estate investing

Fee options

Fixed

Financial planning fixed fees range from $250 to $2,500

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.10% $1,500,001 - $2,000,000: 1.00% $2,000,001 - $2,500,000: 0.95% $2,500,001 - $3,000,000: 0.90% $3,000,001 - $3,500,000: 0.85% $3,500,001+: 0.825%

Project-based

$325 per hour

Other

Fee-only: Financial planning fees range between $250 to $2,500 fixed fee; hourly rate $325 per hour

Main office location

East Coast Wealth Management, Inc.

220 Ridgedale Avenue, Suite A3

Florham Park NJ 07932, United States

Number of offices

Most active in

Connecticut · Florida · New Jersey · New York · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 973-396-8626

Advisors at this firm

Robert M

Series 63, Series 65

Florham Park, NJ

East Coast Wealth Management, Inc.

Robert Mastrandrea is a financial advisor with East Coast Wealth Management, Inc. in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at PKS Advisory Services, LLC and Purshe Kaplan Sterling Investments. Outside of advisory services, he owns a consulting and tax services firm, Robert Mastrandrea, CPA & Associates, LLC. East Coast Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and participant-directed retirement plans. The firm employs a long-term investment approach combining in-house and third-party management, and serves approximately 140 clients with a focus on coordinated tax and planning services.

Active portfolio management Options & derivatives strategies Real estate investing

Gregory M

Series 65

Florham Park, NJ

East Coast Wealth Management, Inc.

Gregory Mastrandrea is a financial advisor at East Coast Wealth Management, Inc. in Florham Park, NJ, holding a Series 65 designation with 11 years of industry experience. He has worked at East Coast Wealth Management since 2010. Outside of his advisory role, Mastrandrea is the owner of Procast Analytics, LLC, a New Jersey-based software development and IT consulting firm. East Coast Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and participant-directed retirement plans. The firm combines in-house management with selected third-party managers, employing a long-term trading approach with periodic rebalancing and quarterly reviews.

Active portfolio management Options & derivatives strategies Real estate investing

Brigitte B

CFP®, Series 63, Series 65

Florham Park, NJ

East Coast Wealth Management, Inc.

Brigitte Brombergklein is a CFP® professional with 18 years of industry experience, currently serving at East Coast Wealth Management, Inc. since 2014. She is also the owner and president of Winning Strategies Group, LLC, a firm that markets various insurance and annuity products. East Coast Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and participant-directed retirement plans. The firm employs a client-specific approach using risk tolerance assessments and combines in-house management with selected third-party managers to implement diversified portfolios.

Active portfolio management Options & derivatives strategies Real estate investing

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