Updated:
Coastline Wealth Management
Coastline Wealth Management launched in 2012 under founder Craig Robson, establishing itself as a registered investment advisor on the North Shore of Long...
Coastline Wealth Management
Coastline Wealth Management launched in 2012 under founder Craig Robson, establishing itself as a registered investment advisor on the North Shore of Long Island. The firm operates as a multi-family office and wealth manager, blending financial planning disciplines — tax strategy, retirement income modeling, and estate structuring — with portfolio management capabilities typically found at larger institutions. The firm's wealth-origin base is not publicly disclosed; it serves a mix of high-net-worth individuals and families whose capital is rooted in privately held businesses, professional services exits, and regional real estate. The firm's investment approach integrates asset allocation across public equities, fixed income, and alternative investments, with a tilt toward income-generating strategies and risk-managed portfolios. Coastline constructs client portfolios using a combination of individual securities, ETFs, and mutual funds, and it maintains access to private real estate and private credit offerings for qualified clients. Geographic focus centers on the New York metropolitan area and the broader tri-state region, though the firm manages assets for clients spread across multiple US states. The firm emphasizes tax-aware portfolio construction — a differentiator for business owners and families navigating concentrated stock positions and liquidity events. Coastline operates from a single headquarters in Port Jefferson, New York, and has not publicly disclosed total assets under management or a precise team count. The firm's small-footprint model relies on a tight group of in-house advisors and a network of external tax and legal professionals to execute plans. In 2024 the firm marked its twelfth year of operation without publicized merger or acquisition activity, reinforcing a posture of steady organic growth rather than roll-up consolidation. The firm's structural differentiator is its hybrid identity: a fee-only fiduciary RIA operating with the service breadth of a multi-family office but without the billion-dollar minimums that gatekeep most institutional MFOs on the East Coast. This architecture positions Coastline to serve as a bridge for families who have outgrown a traditional broker-dealer but do not yet require the infrastructure of a dedicated single-family office.
General information
Firm type
Multi Family Office
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Port Jefferson
Corporate office
Port Jefferson, NY, United States
Principals
Craig Robson
Founder and Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Coastline Wealth Management?
Craig Robson, the founder and managing director, leads investment strategy and portfolio construction for the firm. His approach integrates asset allocation and manager selection with the firm's broader tax and estate planning services. The firm operates as a fiduciary, meaning investment decisions are made with a client-first, fee-structured obligation.
Is Coastline Wealth Management a single family office or does it operate more like a wealth management firm?
Coastline is structured as a multi-family office and registered investment advisor. It serves multiple high-net-worth families and individuals rather than a single patriarch or source of wealth. This structure allows it to centralize investment management, tax planning, and estate advisory under one roof for each client, avoiding the overhead of a dedicated single-family office.
Does Coastline offer access to alternative investments?
Yes, Coastline provides qualified clients with access to alternative investments including private real estate and private credit vehicles. The firm constructs portfolios that blend these alternatives with traditional public equity and fixed-income exposure. Access is typically offered on a deal-by-deal or fund-by-fund basis rather than through a proprietary in-house fund structure.
What geographic region does Coastline primarily serve?
Coastline is headquartered in Port Jefferson, New York, and its primary client base is concentrated in the New York tri-state area, particularly affluent communities along Long Island's North Shore. The firm also manages relationships for clients residing across multiple US states, reflecting the geographic mobility of its base of business owners and retirees.
How does Coastline handle tax planning for business owners?
Coastline integrates tax planning directly into its investment management process — a key function for its client base of privately held business owners and professionals. The firm advises on concentrated stock positions, liquidity events such as business sales, and tax-aware charitable giving strategies. Estate planning and retirement income modeling are built into the same engagement, rather than requiring separate provider coordination.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: