Coastline Wealth Management

At Coastline Wealth Management, we are more than just financial advisors; we are your trusted partners in securing your financial future. Our team is comprised of friendly, responsive, and experienced professionals who are dedicated to providing premier wealth management services tailored to meet your unique needs and goals.

History and Mission

Established with a commitment to deliver exceptional service and unparalleled expertise, we aim to foster long-lasting relationships built on trust, respect, and open communication. Our mission is to empower individuals and families to achieve their financial aspirations by providing comprehensive financial planning, investment management, estate planning, and insurance strategies.

Meet the Team

Our team of experienced financial professionals includes Richard Barnes, Team Russell Giammarino, Sands & Harvey Wealth Management, Mendelsohn Wealth Management, Hagendorf & Havell Wealth Management, Megan Caulfield CFP, Giles & Tumminelli Wealth Management, ParkBridge Wealth Management, Prosperity Planning Solutions, LLC, Ganim Financial, Battaglini and Company, and Chester Financial Group, LLC. Each member brings their unique expertise and passion for helping clients navigate the complex world of finance.

Services

We understand that each client has distinct financial needs and objectives. Therefore, we offer a range of services designed to cater to these diverse requirements.

• Premier Wealth Management: Our comprehensive wealth management services are designed to help you manage your wealth effectively, making informed decisions about investments, taxes, and estate planning.

• Financial Planning: Our financial planning services focus on helping you create a roadmap for your financial future, addressing critical aspects such as retirement, estate planning, and investment strategies.

• Retire Well Plan for Your Estate: We can assist you in planning for a secure retirement and ensure that your estate is managed according to your wishes.

• Social Media Estate Planning and Beyond: In today's digital age, managing your digital assets is crucial. We can help you plan for the management and distribution of your digital assets after your passing.

• Insurance Strategies: Our insurance strategies are tailored to provide you with the necessary protection for your family and assets.

• Just for Business Owners: We offer specialized services for business owners, including succession planning, employee benefits, and business protection strategies.

Community Events and Resources

At Coastline Wealth Management, we believe in giving back to our community. We regularly participate in and host various events aimed at educating and empowering individuals and families about their financial well-being. We also provide access to a range of resources, including articles, videos, and calculators, to help you make informed financial decisions.

Awards and Recognition

We are proud of our achievements and the recognition we have received from both local and national organizations. Our team works hard to maintain our position as a top provider in the financial services industry.

A Better Client Experience

We understand that managing your finances can be overwhelming, especially if you've been trying to do it all yourself. Our team coordinates all the moving pieces to help you achieve financial freedom. We remove the frustration of financial planning, allowing you to focus on your goals and aspirations.

Our Firm and Fidelity

We have partnered with National Financial Services LLC (NFS), one of the largest clearing providers in the industry. This partnership enables us to provide our clients with access to a wide range of investment products and services.