East Coast Capital Management: Home

Your Wealth. Your Florida Future.

Boutique wealth management for high-net-worth executives, entrepreneurs, and families making the move to Florida.

WHO WE ARE

East Coast Capital Management is a Miami-based boutique wealth advisory firm founded by Michael Trethewey — a Forbes Top 1,000 Advisor with 26 years of experience at Merrill Lynch, Morgan Stanley, and Wells Fargo. We specialize in comprehensive wealth management for high-net-worth individuals and families, with a particular focus on Florida relocation and wealth transition planning.

If you are moving to Florida — or thinking about it — you have found the right firm. We have guided dozens of families through this transition and we know what it takes to do it right.

Florida Relocation Specialists

We guide high-net-worth families through every aspect of the Florida wealth transition — from domicile establishment and estate restructuring to investment realignment and tax optimization.

26 Years of Experience

Founded by a Forbes Top 1,000 Advisor with a career spanning Merrill Lynch, Morgan Stanley, and Wells Fargo. We bring Wall Street expertise to a boutique, client-first practice.

The 47-Point Checklist

Our proprietary 47-Point Florida Wealth & Residency Checklist is the most comprehensive relocation planning tool available for high-net-worth families. Request your complimentary copy today.

WHO WE SERVE

Retirement &
Financial Planning

We'll help you build a retirement strategy that is sure to keep you excited for what’s to come.

Corporate Executives, Business Owners, and Entrepreneurs

We know your business is important. We'll help guide you you down a sound financial path.

OUR TEAM

Michael Trethewey

Managing Director

Tabatha Nieves

Operations Specalist

Chris Wigington

Director, Advisory Solutions

Katie Mohan

Director, Marketing & Communications

Marco Galvan

IT Director

Tamekia Thompson

Operations Director

Shawn Baxter

Chief Compliance Officer

Carolyn Sterling, CFP^®

Director, Practice Management

Chris Bravender

Fixed Income Manager

Adam Price

Financial Planner

Ready to Begin Your Florida Wealth Transition?

Whether you are relocating from Massachusetts, New York, Connecticut, California, Colorado, or anywhere else — we are ready to help you make this move the right way. Schedule a discovery call with Michael Trethewey today.

Schedule Meeting