Coastline Wealth Management

At Coastline Wealth management we support the growth of small business owners. As you develop there are tax advantage decisions to be made for you and your employees. We offer solutions for owners with as few as two to over one thousand employees. As independent advisers we have choices that many other companies no matter how large don't have: the freedom to choose. We have the ability to choose how to serve you, which investment products, benefit programs, and insurance carriers to use, along with what business relationships to develop. This means every choice we make is made for one reason only-because it's right for you.