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Planning for tomorrow starts today

Planning for tomorrow starts today

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The Coastal Family

The Coastal Family

Meet the members of our team!

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Personal Financial Planning

Personal Financial Planning

It’s never too late to start getting your personal finances under control. Let us help you take your first step towards financial independence.



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Solutions for Business

Solutions for Business

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.




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Powered By Technology

Powered By Technology

We operate with the latest technology on the market to ensure you reach your goals.





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Coverpath

Coverpath

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.




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Our Story

Our Story

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...

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