About Us
Coastline Trust company is a trust and investment company based in Providence, Rhode Island. Managing nearly two billion dollars in assets, we are now the largest independent Trust Company in the state. Our goal is to provide clients with exceptional outcomes while simplifying their complex financial lives through our comprehensive wealth management services.
The Coastline advantage
Client Focused:
We develop a financial strategy based upon specific needs and objectives.
Experienced Professionals:
Coastline Trust Company provides sound and effective advice.
Broad Capabilities:
Coordinating all of your solutions to meet your financial needs.
Integrated Approach:
Ensure comprehensive and creative financial strategies and solutions.
Coastline Trust Company overview of financial services
Coastline Trust Company is a boutique trust and investment company based in Providence, RI with clients spread out across the country and in Europe. We are responsible for assets totaling over one billion dollars comprised primarily of fixed income and equity investments.
Our goal is to provide clients with exceptional service and to assist them in meeting their financial objectives. We endeavor to make things as simple and as convenient as possible.
A team of professionals comprised of two senior investment officers, a senior trust officer, and a highly competent administrative support staff work to move you closer to your goals. We provide comprehensive wealth management services including:
- Investment Counseling
- Retirement Planning
- Trust & Estate Services
- College Funding Planning
- Financial Planning
- Custodial and Bill Paying Services
- Family Office Services
