Team profile


The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

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Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Small Business
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Awards & recognition

  • Jason Cerniglia, Ameriprise Circle of Success Chairman’s Advisory Council, 2017-2025
  • Jason Cerniglia, Forbes Best-in-State Wealth Advisors, 2018-2025
  • Coastal Wealth Management, Forbes Best-in-State Wealth Management Teams, 2025
  • Jason Cerniglia, Barron’s Top 1,200 Financial Advisors, 2017, 2018, 2020-2025
  • Jason Cerniglia, Barron’s Top 100 Independent Financial Advisors, 2025
  • Jason Cerniglia, Financial Times 400 Top Financial Advisers, 2018-2020
  • Jason Cerniglia, AdvisorHub Advisors to Watch (over $1Bil), 2024, 2025
  • Michael Kelley, Five Star Wealth Manager, 2022-2025
  • Coastal Wealth Management, Ameriprise Client Experience Award, 2021
  • Bryan Lauriat, Forbes Top Next-Generation Wealth Advisors, 2019

Community participation

Coastal Wealth Management - Community participation photo

We donate to The Riverfront Children Center and Covenant to Care for Children. Each holiday season we collect over 500 toys!!! Thank you to our amazing clients here at CWM!