Thank you for considering Coastline Wealth Management
Selecting a partner for your wealth management can be a daunting process. Too often, we find people faced with options that are one-size-fits-all that don’t make sense for their financial goals. Our clients deserve advisors who review all the aspects of their lives collectively, and offer strategies that will uncover unique opportunities for their aspirations. At Coastline, we believe in building personal relationships to lay a strong advisory foundation in a collaborative way.
Coastline uses a team-based approach to developing a financial planning strategy. Our diverse staff of professionals bring experience from a variety of disciplines, using the latest technological innovations and research, to take a truly comprehensive view of the challenges and opportunities for your specific situation. Helping you succeed is our only priority.
We are confident that you will be pleased with our client service and attention to detail. Our team is always ready to ensure your needs are met. We pride ourselves in our operational service model and strive to live up to your expectations.
We look forward to having the opportunity to work with you.
Sincerely,
Garrett Taylor & Cindy Grauer
Founders, Coastline Wealth Management
Raising the Bar as your Financial Partner
You have choices when it comes to who you trust to manage your money. It’s definitely not a decision to be taken lightly, after all – sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future.
We are dedicated to taking the mystery out of financial planning, working diligently to design a customized program that carefully balances investment strategies with preserving principal. Frequently, people tend to look at only the challenges of their financial life. We recognize the challenges but also help you see the potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
At the heart of Coastline Wealth is our relationships. We believe in being accessible to our clients, responsive to your needs, and giving you the best of what we have to offer out of our education and collective experience. Every client gets our undivided attention – from planning to execution to follow up.
