Coastline Wealth Management’s Garrett Taylor Named a Top New York Best-in-State Wealth Advisor

These two recognitions reflect Garrett’s consistent track record of helping clients and advisors grow with purpose. The Long Island Business News feature, published on April 18, outlines Garrett’s leadership and the positive impact he’s had across the financial space.

Garrett started Coastline Wealth Management in 2012. Since then, the firm has grown to manage over $4.2 billion in assets and now supports more than 7,000 client accounts. This growth has come from steady momentum and several business acquisitions. Today, Coastline works with advisors to help them shift their practices with care and confidence.

Garrett has received several honors in the past, including recognition on Forbes’ Next-Gen Advisor lists and InvestmentNews’ 40 Under 40. He’s also been featured in earlier Long Island Business News awards for leadership. Beyond his work, he supports Make-A-Wish of Suffolk County and co-founded the Long Island chapter of the Entrepreneur Organization (EO).

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Coastline Wealth Management

Coastline Wealth Management, founded in 2012, is a Long Island, NY-based independent wealth management platform with over $4.2 billion of assets under management/advisement. Coastline services over 7,000 client accounts primarily across the East Coast of the United States. The Company, whose core focus is servicing its client base, has grown by a series of acquisitions as it continues to build its industry-leading, technology-enabled platform. Coastline continues to be a leading consolidator in the wealth management industry and is actively pursuing additional wealth advisor acquisitions (~$50MM to $500MM in assets) as part of its core growth story. By focusing on maximizing the value of advisory practices, Coastline empowers advisors to create sustainable, long-term strategies for transitioning their businesses, ensuring both financial stability and continuity for their clients. Its expertise in navigating the complexities of succession planning enables advisors to secure their legacy while optimizing growth potential, ultimately fostering a seamless transition that benefits all stakeholders involved.