An independent partner along your unique journey.

From wealth management to estate planning, our experts offer common sense wisdom for milestones big and small.

Wealth Management

Manage your wealth with customized planning by crafting an appropriate asset mix to capture as much growth and income as possible.

Use a long-term approach by identifying investment value, controlling risk, and avoiding short-term emotions to yield profitable results.

Manage assets with trusts and estate planning.

Ensure your investment plan works with your estate plan, your retirement plan, your insurance plan, and your tax plan.

Ease the transition to retirement by creating a comprehensive plan to analyze all your needs and options.

Those managing their own assets can work with Coastline Trust to make life a little easier with custodial and bill paying services.

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