Garrett Taylor

Background

About Garrett Taylor

I spend most of my time in conversation with advisors who are at a crossroads. Whether you’re exploring succession, seeking a strategic partner, or just ready for more control, you deserve a platform that elevates your success—not limits it. I’m Garrett Taylor, Founder and CEO of Coastline Wealth Management, where we manage $3.7B+ in client assets and serve over client households across the country. I also serve as Chief Acquisition Officer at Elite Advisor Successions, where I lead transitions for advisors seeking growth, legacy continuity, or a better way forward. At Coastline, we don’t ask advisors to conform—we design around their strengths. Our firm is built for entrepreneurial advisors who want to scale sustainably, serve deeply, and unlock new levels of optionality. If you’re asking: “What’s next for me and my clients?” That’s my favorite conversation to have. What I Help Advisors Do: Monetize equity without walking away. Tuck in their practice with white-glove transition support. Scale operations without sacrificing client experience. Build succession plans that protect legacy and relationships. Stay in control while gaining strategic leverage. Industry Recognition - Forbes Best-In-State Wealth Advisor (Multiple Years), Next Gen - InvestmentNews 40 Under 40 National Honoree - Long Island Business News Executive Circle, 40 Under 40 CRPC® | B.S. Finance, Penn State | Certificate in Macroeconomics and Money & Banking Based in Long Island, NY — meeting with advisors nationwide. 🤝 Let’s connect if you’re- An advisor thinking about your next chapter- Curious about what your business could look like at scale- Exploring a move, but only if it’s the right fit. Investor Disclosures: 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 not affiliated with Kestra IS or Kestra AS.or advisor listed. For additional information, please call 844-553-7872.