Protect what you have built and use it with purpose.
Grow and preserve wealth in a disciplined way, create reliable retirement income, coordinate tax-aware decisions, and prepare a legacy that can move smoothly to the next generation.
Leadership Built Around Long-Term Relationships
Garrett Taylor, CRPC®
Chief Executive Officer · Managing Partner
Helping entrepreneurs, executives, and families turn financial success into lasting wealth, greater freedom, and a legacy built to endure.
Forbes Best-in-State
Wealth Advisor · 2025
20+
Years Advising Entrepreneurs, Executives, and Families
$6B+
Client Assets Overseen by Coastline*
2012
Year Coastline Wealth Management Was Founded
The Perspective Behind the Advice
Success creates opportunity. It also creates complexity.
The most important financial decisions rarely exist in isolation. Business, family, lifestyle, and legacy all have to work together.
I’ve spent more than 20 years helping successful people make high-impact decisions with greater clarity and control.
As CEO and Managing Partner of Coastline Wealth Management, I lead the firm with the same principles I bring to client relationships: understand the full picture, think beyond the immediate decision, and build with the long term in mind.
Whether you are growing family wealth, preparing for retirement, or planning the sale of a business, my role is to simplify the moving parts and create one coordinated strategy around what matters most.
Who I Work With
Turning achievement into security and freedom.
Clients come to me when the decisions are significant, the moving parts are interconnected, and getting the strategy right matters.
Connect the value of your company to the life beyond it.
Understand what your business is worth, strengthen continuity, prepare for succession or sale, protect key people, and build a post-transition wealth strategy around your next chapter.
Simplifying Wealth
One clear strategy for every part of your financial life.
Complexity becomes easier to manage when every decision is coordinated around the same priorities.
Build and Preserve Wealth
Create a disciplined investment strategy designed to support growth while accounting for market risk, inflation, taxes, and unexpected events.
Retirement, Transitions, and Legacy
Coordinate sustainable income, tax-aware planning, asset protection, and estate considerations across retirement and major life transitions.
Business Value and Continuity
Clarify business value, prepare succession or exit strategies, and put safeguards in place for the company, its leadership, and its people.
Post-Sale Wealth
Turn business proceeds into a coordinated personal wealth strategy aligned with your lifestyle, family priorities, and long-term legacy.
The Coastline Standard
Leadership that strengthens every client relationship.
Garrett’s role as CEO extends beyond setting the firm’s direction. It shapes how Coastline brings people, planning, investments, and service together around each client.
Long-Term Thinking
Build strategies that remain useful through market cycles, business transitions, and changing family priorities.
Coordinated Expertise
Bring the right professionals and perspectives together so important decisions support the same broader strategy.
A Consistent Client Experience
Deliver clear communication, thoughtful preparation, and reliable follow-through at every stage of the relationship.
Start a Confidential Conversation
Are you preparing for growth, transition, or a major financial decision?
Whether the next step involves retirement, a business sale, or building a lasting legacy, the right strategy can help you move forward with greater clarity and confidence.
Book a Call With Garrett*AUM as of 06/30/2026. The Forbes rankings referenced (Top Next-Gen Advisors and Best-In-State Wealth Advisors) are developed by SHOOK Research. SHOOK is independent and does not receive compensation from advisors, firms, or media companies in exchange for placement on the rankings. The ranking is based on a combination of quantitative and qualitative criteria, including interviews, industry experience, compliance records, assets under management, and other factors. This ranking is not indicative of the advisor’s future performance, is not an endorsement, and may not be representative of any one client’s experience. Neither Kestra Investment Services, LLC nor Kestra Advisory Services, LLC are affiliated with Forbes or SHOOK Research.
One Firm. Shared Purpose.
A vision is only as strong as the people who carry it forward.
Garrett’s leadership is supported by the advisors, investment professionals, planners, and service teams who bring Coastline’s client-first approach to life across the firm.
Executive Team
Cindy Grauer
Founder & President of Client Relations
Driven. Loyal. Kind. As founder and managing partner of Coastline Wealth Management, Cindy is an integral part of the firm and its history. Clients not only find her easy to talk to, but they discover the reassurance they are searching...
Read more
David J. Mammina, CFP®, MBA, CRPC®
Partner & Financial Advisor Corporate Headquarters- Port Jefferson, Toms River, Woodbury
David became involved in the financial planning industry when he realized that financial literacy was an important part of everybody’s life but wasn’t being implemented or taught to anyone...
Shiraz Zaidi
Partner & Financial Advisor
As Partner and Financial Advisor at Coastline Wealth Management, Shiraz has a mission to help clients align their finances with their values, decrease financial stress, and find contentment through a comprehensive financial planning...
Read more
Robert Calabretta
Chief Investment Officer
As Director of Investments, Robert Calabretta brings over 25 years of institutional investment experience to the Coastline team, where he heads the Investment Committee. Robert began his career in New York with Morgan Stanley...
Denis O'Leary
Director of Wealth Management Corporate Headquarters- Port Jefferson, Woodbury, Toms River
Denis recently joined the Coastline team in August 2022 as the Director of Wealth Management. Prior to joining Coastline, Denis was a Wealth Management, Trust and Investment Executive for over Twenty-Five years...
Cade Debus
Chief Operating Officer
Cade Debus has been appointed Vice President of Operations at Coastline Wealth Management, where she leads initiatives to enhance operational efficiency, optimize advisor performance, and scale firm-wide systems to support long-term...
Read more
Daniel Schwamb
President, Business Development
Daniel Schwamb serves as President of Business Development at Coastline Wealth Management, where he leads the firm’s advisor growth, strategic partnership, acquisition, and succession planning initiatives.In his role, Dan works with...
Read more