• About Coastal Wealth

    We have many offices across Florida, with diverse teams and more than 200 financial professionals and support staff, licensed in all 50 states, we serve more than 100,000 households in our community. We work together to offer a superior client service experience focused on providing tailored, objective financial strategies to help you reach your financial goals.

    We are pleased to have earned a reputation of working one-on-one with our clients to provide holistic, comprehensive financial services. Our goal is to help people and businesses experience their personal best in terms of overall financial health. Rest secure in knowing we have a strong infrastructure that is dedicated to making our clients the number one priority.

    Please take some time to explore this site and learn more about our services, our associates, and our involvement in the community. While visiting, please take advantage of our free educational resources and tools to help you navigate the sometimes confusing world of planning for your financial future.

  • Who we serve

    Individuals
    & Estate Planning

    It's never too early or late to plan for your financial future. Whether you're just starting out or further down the path, even small steps can go a long way. By protecting, managing and growing your assets, you'll gain the confidence of knowing you're prepared not only for the short term, but also for the road ahead - wherever it may bring you. Building a successful wealth management strategy requires a full financial roadmap that takes into account your goals and risk tolerance. That way, you can preserve, grow and distribute your wealth - with a plan that fits your comfort level and vision for the future.

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    Business
    Owners

    Let us help you turn your benefits plan into a strategic investment by helping you achieve your objectives of employee attraction, retention and productivity. With the experience of Coastal Wealth, a Member of the MassMutual Financial Group and the expertise of our people.

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    Coastal
    Wealth MD

    With regard to your wealth care, we also believe in using stakeholders to improve the quality of your life. In our world, we are called Financial Planners, Financial Advisors, Wealth Managers, Benefit Consultants, and insurance agents. By putting your wealth team in place you have started the process of securing the health of your wealth. Let us know how we can help!

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    Coastal Wealth
    Athletes

    Talented athletes are capable of earning high value contracts and accumulating wealth early in life. Without the proper guidance from a financial professional many athletes may be destined for serious financial problems. Making the right decisions when working with a professional athlete requires a unique skill set that only a few specialists possess.

    Learn how we are helping athletes achieve lifelong financial and personal success.

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  • Our Services

    When you work with a Financial Services Representative to design the best path for your financial future, your goals become our goals, which we strive to achieve together. I assist you in setting, monitoring, and meeting your goals through a spectrum of financial services, including long-term asset accumulation, preservation, and distribution strategies.

    Financial
    Planning

    Planning isn't impossible! You just need to sit down with one of our professional financial planners and do it. Our goal is to help you get your financial house in order and aligned with your life. We work closely with you to gain a thorough understanding of your objectives.

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    Business
    Planning

    You know what it takes to build a successful business. It takes vision, preparedness, skills and desire – not to mention a focused dedication to achieving your goals. If you are like most business owners, you’ve worked hard and made many sacrifices to grow your business. That’s why you should put just as much energy into protecting it as you did building it.

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    Investment
    Management

    Part of planning for your future involves making educated decisions about managing your wealth and savings. Our Financial Services Representatives have the knowledge to guide you through the increasingly complex roadmap of investments that are available to you in today’s growing financial market.

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    Retirement
    Planning

    In today’s highly-competitive marketplace, it is becoming increasingly difficult to attract and retain top talent. Salary is no longer the sole compensation driver. Employees are also looking at an employer’s overall benefits package and its potential to help protect their families and adequately prepare them for retirement.

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    Estate
    Planning

    A trust is a fiduciary arrangement through which the trustee manages assets for the benefit of third parties. A trust is commonly used to transfer wealth to heirs or to favored charitable organizations. Insurance products, such as life insurance policies, annuity contracts and disability policies, may be used to fund trusts in appropriate circumstances.

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    Insurance
    Planning

    Life insurance can be the foundation of your financial security and can provide comfort and stability for your family. The purpose of life insurance is to help provide your loved ones with financial protection after you die, in exchange for the premiums you pay to your insurer during your lifetime.

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  • Let’s start Planning

    We are happy to help you with any questions or inquiries you have about your financial needs. Please find the best way to contact us by calling us or filling this simple form.

     
    Call Us 954.331.5100

    For Policy questions, please select the correct form and we'll be in touch.