Coastal Wealth, a Member of the MassMutual Financial Group Welcomes the Chamber of Commerce of the Palm Beaches to our West Palm Beach Office

Coastal wealth welcomed the Chamber of Commerce of the Palm Beaches, FL on April 12, 2017 during a business appreciation visit. “With the growing community in the Palm Beaches, our West Palm office offers individuals and businesses holistic wealth solutions that enable them to be equipped with the proper resources to identify goals and be on the path to achieving them,” said Jeremy Straub, Founder and CEO of Coastal Wealth.

The West Palm Beach office is the home to over twenty financial advisors licensed in all 50 states and is expected to grow by year’s end. Learn More

Coastal Wealth launches new division dedicated to the healthcare community

Coastal Wealth, a member of the MassMutual Financial Group recently unveiled Coastal Wealth Medical Division a division of the firm dedicated to providing comprehensive, holistic financial planning solutions to professionals within the many healthcare fields. Financial health is just as important as your physical health. Coastal Wealth’s Medical Division is designed to serve those within the healthcare community to provide benefit solutions that help keep you and your family financially healthy during your working years and beyond, prioritizing the health of your wealth.