Our Services
Comprehensive High-Net-Worth Capabilities and a Clear, Uncompromising Client Focus
At Coastline Wealth Advisory, in partnership with LPL Financial, our team has the freedom to focus solely on your financial goals and objectives. Because neither Coastline Wealth Advisory nor LPL Financial offers proprietary investment products or imposes product sales quotas, our advisors are free to recommend strategies they believe are aligned with your best interests.
Through our partnership with LPL Financial, you gain access to an extensive network of experienced professionals and subject-matter specialists who collaborate with your advisory team to help address even the most complex financial needs. Together, we deliver personalized strategies and comprehensive solutions designed to support your financial well-being and long-term success.
Our robust suite of services and capabilities include:
Investment Strategies
• Customized investment strategies
• Tax-sensitive investing
• Alternative investments
• Hedging strategies
• Environmental, social, and governance (ESG) investing
• Market and economic insights
• Comprehensive reporting
• Concentrated equity solutions
Philanthropic Planning
• Strategic philanthropic planning
• Income tax coordination
• Charitable trust design
• Foundation creation and administration
• Donor advised funds
Estate Planning
• Estate planning strategies
• Controlled asset transfer techniques
• Estate and inheritance tax planning
• Wealth preservation strategies
Income Tax Planning
- Customized tax strategies
- Comprehensive analysis
- Proactive scenario evaluation
- Coordination with tax professionals
Trust Services
- Trustee services
- Revocable and irrevocable trusts
- Charitable trusts and private foundations
- Special needs trusts
- Asset protection trusts
- Trusteed IRAs
- Life insurance trusts
- Estate settlements
- Estate guardian/conservator
Business Owner Services
- Succession planning
- Strategic tax planning
- Liquidity planning
- Contingency planning
- Buy/sell advisory
- Business value estimates
Risk Management and Insurance
Planning
- Asset protection planning
- Incapacity planning
- Insurance planning
- Concentrated asset risk management
- Property and casualty insurance review
- Cyber and physical security specialist referrals
Banking and
Lending
- Cash sweep with FDIC coverage
- Bill pay
- Cash management and checking options
- Securities-based lending
- Specialty financing
Family Engagement and Learning
- Planning and facilitation of family meetings
- Next-generation learning and engagement tools
- Family history and values planning
- Family mission statement design
Curated Referral Resources
- External specialty providers for needs like household staffing, concierge medicine, full-service bill pay and bookkeeping, private jet travel, school admissions, and more