1303 Main St
For clients who have reached a certain level of wealth, their needs and services evolve. At this point, the right partner can make all the difference. Our Premier Wealth Management service is offered in partnership with the Russell Giammarino Wealth Management Group. This elite level of service is intended for clients with a million dollars or more in investable assets, and allows our team to actively engage with regular meetings every other month. This high-touch service offering means we take every opportunity to pursue your goals with a customized investment program and ongoing analysis depending on your unique goals.
Get the care and access you need to manage your wealth well.
Every client requires a unique solution. We believe in collaboration as we develop a comprehensive wealth management strategy that takes into account every area of your financial life. We don’t make decisions for you; we make them with you. Throughout our relationship, our team will be at your disposal, utilizing their skills and experience to meet your every need.
The Value of Premier Wealth
- Every client receives our undivided attention.
- Our team is efficient and skilled after serving together for 20+ years.
- Your community is our community.
- All advisors and staff are highly responsive and accessible.
Our professionals work diligently to design customized programs that carefully balance investment strategies with preserving principal for clients in every season, from building wealth through to retirement.
When you choose to work with our team at Coastline Wealth Management, you are choosing much more than a top quality financial firm. You are joining a diverse family, and as a member of our family you receive the care and access you need to manage your wealth well. Our team has been together for over 20 years serving the Long Island community, helping business owners and families build a solid financial foundation. Not only do we understand the needs of our clients, we have experienced them for ourselves as members of this community just like you.