News Summary
Coastline Wealth Management, founded by Garrett, has grown significantly since 2012, managing over $4.2 billion in assets for 7,000 clients across the East Coast. The firm’s strategic acquisitions and focus on succession planning have solidified its reputation. Garrett’s leadership has earned him several awards, and his philanthropic efforts further enhance the firm’s community impact. Coastline aims to acquire more advisory firms, continuing its commitment to client satisfaction and advisor success.
Long Island, NY – Coastline Wealth Management has experienced remarkable growth and significant recognition under the leadership of its founder, Garrett, who has been featured in a recent article by Long Island Business News. Since its establishment in 2012, the firm has expanded to manage over $4.2 billion in assets, supporting more than 7,000 client accounts across the East Coast of the United States.
Coastline Wealth Management’s success is attributed to consistent momentum and a series of strategic business acquisitions. The firm focuses on partnering with advisors to strategically transition their practices while ensuring a sense of care and confidence. This approach has solidified Coastline’s reputation as a technology-enabled independent wealth management platform dedicated to optimizing value for advisory practices and ensuring financial stability for clients through effective succession planning.
Garrett’s leadership has been recognized through multiple prestigious awards. He has earned spots on Forbes’ Next-Gen Advisor lists and was recognized in InvestmentNews’ 40 Under 40. He has also received previous awards for leadership from Long Island Business News, highlighting his contributions to the industry and community.
In addition to his business achievements, Garrett is actively involved in philanthropic efforts, such as supporting Make-A-Wish of Suffolk County. He also played a pivotal role in founding the Long Island chapter of the Entrepreneur Organization (EO), demonstrating a commitment to fostering entrepreneurial growth in the region.
Coastline Wealth Management’s strategy includes acquiring additional wealth advisory firms that manage between $50 million and $500 million in assets. This growth trajectory reflects the firm’s dedication to enhancing its services and expanding its reach in the wealth management sector.
Founded by Garrett in 2012, Coastline Wealth Management has transformed into a significant player in the financial advisory landscape. The firm’s independent model and focus on technology-driven solutions have attracted a wide range of clients and advisors looking for comprehensive and forward-thinking financial management.
Coastline’s growth is further supported by its commitment to maximizing the value of advisory practices, thereby ensuring their longevity and ease of transition for clients. The emphasis on succession planning adds to the overall stability and continuity of service that Coastline is able to provide, which is increasingly vital in today’s unpredictable financial environment.
With its base in Long Island, NY, Coastline Wealth Management continues to strengthen its position in the financial services industry, emphasizing its dedication to both client satisfaction and advisor success. As the firm looks to the future, it remains steadfast in its mission and poised for continued growth.
For more information about Coastline Wealth Management and its services, interested individuals can look for updates under the hashtag #CoastlineWealthManagement in various communications.
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Additional Resources
- Coastline Wealth Management’s Garrett Taylor Named a Top New York Best-In-State Wealth Advisor
- Wikipedia: Wealth Management
- Kim Bonanni of J.P. Morgan Wealth Management
- Google Search: Wealth Management News
- $350M Long Island Advisor Joins the March from Osaic to LPL
- Encyclopedia Britannica: Financial Advisory
- Commonwealth Recruits Two Long Island Teams from Osaic
- Google News: Long Island Financial Services
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