Coastline Wealth Management

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 dont 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. Well create a financial plan and develop an ongoing relationship that helps you adapt to your changing need...