Home
About
Services
Resources
- Tax Resources
Contact
AccountView

Global Portfolio Strategy | May 8, 2025

Contact

Office: (860) 676-8635

Fax: (908) 864-5668

30 Tower Lane

Suite 230

Avon, CT 06001

info@coastalpointwealth.com

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and Advisory services offered through LPL Financial, A registered investment advisor. Member FINRA/SIPC.

Avon, CT

30 Tower Ln, Suite 322

Avon, CT 06001

Phone: (860) 676-8635

Fax: (908) 864-5668

Bridgewater, NJ

1140 Highway 22 East, Suite 105

Bridgewater, NJ 08807

Phone: (908) 262-1013

Fax: (908) 864-5668

Connect

info@coastalpointwealth.com