Coastline Wealth Management

Coastline Wealth Management Full Service Wealth Management and Financial Planning Firm in Port Jefferson and Port Jefferson Station, NY www.finra.org
www.sipc.org

Coastline Wealth Management is a full service wealth management and financial planning firm in Port Jefferson, NY. We create individual financial solutions designed to help "Secure Life Against the Current." As independent advisers we have choices that many other companies don't have: the freedom to choose. We have the ability to choose how to serve you, which investment products to use and what b

usiness relationships to develop. This means every choice we make is made with your best interests in mind. It starts with your dreams supported by a strategic plan that covers your entire financial situation. Once our team at Coastline Wealth Management establishes a firm direction, we work with you to provide solutions and help you take action. Together, we review and tracks progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes. We'll create a financial plan and develop an ongoing relationship that helps you adapt to your changing needs and goals. We work as a group: Our practice offers depth and diversity in our combined skills and experience. You'll enjoy personalized service and one-to-one interaction with your adviser while still benefiting from the wider skill-set of the group as a whole. Our group is supported by professionals with backgrounds in many fields, so you'll understand and feel comfortable with the guidance you receive and the strategy you develop with your adviser. Whether you have questions about creating a realistic budget to estate planning strategies our group has the capabilities and the resources to provide you with sound advice. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Coastline Wealth Management is a member firm of Fusion Advisor Network, a platform of Kestra IS. Coastline Wealth Management is not affiliated to Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information,
please call 844-553-7872.

How much could you receive from Social Security? Here’s what to expect.
07/14/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

🗓️ "Let's talk about it in December."By December, choices can be limited. Mid-year is often the sweet spot for preparati...
07/13/2026

🗓️ "Let's talk about it in December."

By December, choices can be limited. Mid-year is often the sweet spot for preparation.

✅ The bracket picture is clearer than it was in January.

Roth IRA conversion timing is flexible within the calendar year, but the bracket math can influence the outcome.

Six months of runway means scenarios can be modeled, not rushed.

If the market dips before year-end, the same tax math may change. Those windows rarely give notice. Keep your tax, legal, or accounting professional in the loop if you see an opportunity.

December conversions can be reactive.

Mid-year conversions can be designed.

If you’re wondering about timing, we welcome a discussion.

📋 To qualify for the tax-free and penalty-free withdrawal of earnings, Roth IRA distributions must meet a 5-year holding requirement and occur after age 59½. Tax-free and penalty-free withdrawals can also be taken under certain other circumstances, such as the owner's death. The original Roth IRA owner is not required to take minimum annual withdrawals.

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over...
07/13/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
07/10/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

🚨 YOUR NEXT PARTY INVITE COULD BE A TRAPOur team came across this one and wanted to pass it along.Hackers are hijacking ...
07/09/2026

🚨 YOUR NEXT PARTY INVITE COULD BE A TRAP

Our team came across this one and wanted to pass it along.

Hackers are hijacking actual friends' accounts to send fake invites via Evite, Paperless Post, or Punchbowl.

THE DOMINO EFFECT:

▪️ You hit RSVP in a friend's email.

▪️ A fake login page steals your password.

▪️ The same invite blasts to your entire contact list from your account.

▪️ Hackers now have access to your banking, brokerage, and password reset services.
Here’s how to spot a fraudulent party invite!!!

🔍 Check the Sender: Real Paperless Post invites come from an official paperlesspost.com address, Evite from evite.com, and Punchbowl from punchbowl.com, not a personal email address.

Protecting your wealth starts with protecting the email tied to it. Hope this helps!

Committed to increasing your financial literacy? Don't be afraid to ask questions.
07/09/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

How familiar are you with the Federal Reserve? Here is a quick history.
07/08/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

If something happened tomorrow, would your family know where to start? 🔐In most households, one person handles the money...
07/07/2026

If something happened tomorrow, would your family know where to start? 🔐

In most households, one person handles the money. The bills, the logins, the insurance, the auto-pays.

The other believes it's being handled, which is fine until it isn't.

Here’s a suggestion:

👉 Build one shared document with every account and explain how to access it. Update it periodically.

👉 Consider having both names on the accounts you say are jointly owned.

👉 Check out a password manager you both can access.

👉 Keep a one-page summary in a safe place with what to do, who to call, and where to look.

The couples who do this often say the same thing afterward: “We should have done it sooner.”

How many credit cards do you have?
07/07/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
07/06/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Address

1303 Main Street
Port Jefferson, NY
11777

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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