Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on 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 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, Barron’s Top 1,200 Financial Advisors, 2017, 2018, 2020-2023
  • Jason Cerniglia, Forbes Best-in-State Wealth Advisors, 2018-2023
  • Jason Cerniglia, Financial Times 400 Top Financial Advisers, 2018-2020
  • Jason Cerniglia, Ameriprise Chairman's Advisory Council, 2017-2023
  • Coastal Wealth Management, Ameriprise Client Experience Award, 2021
  • Bryan Lauriat, Forbes Top Next-Generation Wealth Advisors, 2019
  • Michael Kelley, Five Star Wealth Manager, 2022, 2023

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!

Honored to be recognized in Barron's

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Barron’s has recognized this dedication by including me on their 2022 Top 1,200 Financial Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!