Coastline Wealth Management

Financial ServicesNew York, United States11-50 Employees

Coastline Wealth Management  is a full service wealth management and financial planning firm in Port Jefferson, NY.  We create individual financial solutions designed to help "Secure Life Against the Current."​ 

As independent advisers we have choices that many other companies don't have: the freedom to choose.   We have the ability to choose how to serve you, which investment products to use and what business relationships to develop.  This means every choice we make is made with your best interests in mind.
 
It starts with your dreams supported by a strategic plan that covers your entire financial situation. Once our team at Coastline Wealth Management establishes a firm direction, we work with you to provide solutions and help you take action. Together, we review and tracks progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes.  We'll create a financial plan and develop an ongoing relationship that helps you adapt to your changing needs and goals.

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Coastline Wealth Management is not affiliated to Kestra IS or Kestra AS.  Investor Disclosures:  https://www.kestrafinancial.com/disclosures 

This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information,
please call 844-553-7872.
www.finra.org
www.sipc.org

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