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Our Mission

Our Mission is Helping You Make Informed Decisions 

Unless you’re a CPA, managing your finances is probably not at the top of your list of things to do in your free time.

Helping guide our clients through investments, retirement, saving, and every single phase of life is more than our job; it’s what we love to do. We’re not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. With Coastline, you’ve got the energy, commitment, and efforts of our entire team devoted to your satisfaction.

Back in 2012, our firm was established with the goal of serving the community. Garrett and Cindy formed Coastline Wealth Management with this mission in mind: help people make informed decisions about their finances. Over the last few years, it has become clear that a team approach is the right method to help our clients. Everyone brings a different story to the table, and that reality requires a personalized approach. Rather than focusing only on one area of finances, we wanted to go above and beyond. Our key differentiator is the diverse backgrounds, education, and experience our team possesses. If you’re a business owner, climbing the corporate ladder, almost retired, or building your family, we’ve got an advisor to help you (and likely one who has been in your shoes!)

We know challenges are a part of everyone’s financial life, and we’re here to help keep you grounded and on track for any situation so you’re accomplishing your purpose and achieving your dreams.

Our Process
Our History
Our Values

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