Generate measurable results by crafting straightforward solutions to real world problems

Consulting for Good

Giving back to our community is a cornerstone of the CoastPoint culture.  We are active throughout the year in giving back to the financial services industry and to our local communities.   

Business Community

  • Charlotte Business Exchange (CBEX)
  • Project Management Institute
  • Charlotte Chamber of Commerce
  • Lincoln Park Chamber of Commerce
  • Packard Place (Charlotte)
  • 1871 (Chicago)

Social & Fellowship

  • Myers Park Presbyterian Church
  • Charlotte City Club
  • Farmington Country Club
  • University of Virginia Alumni Association