Coastline Family Office

Home
Why Coastline
- How We Help Our Clients
- Comprehensive Wealth Management
Our Story
Services
Meet Our Team
Resources
Locations
Client Access
Contact Us

Family Office

Intergenerational Wealth

Intergenerational Wealth

Learn how Coastline Family Office can support your clients' needs for wealth transfer across generations.

Learn about family office

Contact

Office: (631) 473-1188

1303 Main Street

Port Jefferson, NY 11777

info@coastlinewealth.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

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 a member firm of Fusion Advisor Network, a platform of Kestra IS. Coastline Wealth Management is not affiliated with Kestra IS or Kestra AS. Neither Kestra Investment Services, LLC nor Kestra Advisory Services offer tax or legal advice. Insurance products are offered through a separate insurance license and are not part of securities or advisory services.

Investor Disclosures https://bit.ly/KF-Disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC 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 of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.