Meet the members of our team!
It’s never too late to start getting your personal finances under control. Let us help you take your first step towards financial independence.
Worried about protecting what you have worked so hard to achieve? Let our business team lighten your load and help protect the future of your business.
We operate with the latest technology on the market to ensure you reach your goals.
MassMutual’s Coverpath platform lets you apply for life insurance online, at your own convenience. You’ll also have access to an experienced professional if you have any questions.
In March 2015, Jeremy Straub began Coastal Wealth as a dream to help make a difference to his clients. As Founder and CEO, Straub envisioned a company in order to help ensure his clients would make educated financial decisions today to help potentially avoid catastrophic ones in the future. He had a long-term strategy built on diversification with an open architecture allowing financial professionals to have the independence of a boutique firm while affiliating with a large, dynamic and technologically advanced organization. Straub’s vision was to build the most innovative, collaborative and trusted financial solutions firm in the nation...