Building Futures for Clients. Building Businesses for Advisors.
Personalized planning for clients. Proven growth systems for advisors. Partnership that lasts for both.
For
Financial Professionals
Build your business with structure, support, and partnership.
For
Individuals & Families
Get personalized financial guidance built around your life.
Built to Support People and the Professionals Who Serve Them
Better financial outcomes start with the right partnership. Real support, proven systems, and business growth that compounds over time.
Built Around People. Designed to Grow With You.
At Coastal Wealth, we don’t start with products, we start with people. Whether you’re building your business or your financial future, we deliver personal guidance, proven systems, and partnership that adapts as you grow.
Supported Independence Model
Enjoy the freedom to run your practice your way — with the backing of a proven infrastructure. Our model empowers you to make independent decisions while we provide the tools, resources, and support to help you succeed.
Behavioral Financial Planning Approach
Go beyond numbers with a planning method that aligns with how people truly think, feel, and act about money. Our behavioral approach helps you connect deeper with clients, guiding them through personalized strategies that promote long-term financial well-being.
Dedicated Coaching & Career Development
From day one, you'll have access to expert mentors, coaching programs, and ongoing training tailored to your goals. Whether you're growing your practice or building a team, we’re here to help you thrive professionally and personally.
Built-In Marketing & Growth Tools
Accelerate your growth with ready-to-use marketing assets, digital campaigns, lead generation tools, and branding support. Focus on building relationships while we help you increase visibility and drive business.
Seamless Operational & Compliance Support
Spend more time with clients and less on admin. Our experienced team handles operational workflows and ensures you're always in line with compliance standards — so you can focus on what matters most.
Backed by MassMutual Strength & Stability
With over 170 years of financial strength, MassMutual offers the reassurance of a trusted brand. You and your clients benefit from a legacy of reliability, innovation, and long-term commitment to financial security.
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300+ Financial Professionals Growing With Us
3,000+
Families Served
Partnered with MassMutual,
One of America’s Most Trusted Financial Institutions
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Real Stories. Real Growth
See More Client Experience
Why We Built Coastal Wealth
I started Coastal Wealth to create a firm that supports both clients and the professionals who serve them. Real partnership. Real growth. Real lives changed.
Let's Take the First Step Together
Why This Platform Exists
Most firms focus on production. This platform focuses on partnership. When advisors have real infrastructure behind them, client outcomes improve and businesses grow.
Advisors fully own their practice while receiving the systems, coaching, and support needed to scale. Clients receive financial guidance built around personal goals, not sales targets.
The entire platform is designed for long-term clarity, partnership, and sustainable growth.
Independent Business Backed by Institutional Strength
Advisors own their business while clients gain confidence from MassMutual’s financial strength, stability, and national reputation.
Fortune 500 financial strength
Over 160 years of stability
National brand recognition
Industry-
leading financial ratings
Real Scale. Real Support.
Enterprise scale with boutique-level partnership.
300+
Financial
Professionals
$25B+
Assets
Managed
30+
Advisor
Development Programs
4.9
Advisor
Satisfaction
Rating
Multiple
Regional Offices
Fully
Integrated Platform Infrastructure
What to Expect When You Work With Us
Step 1
Discovery
Conversation
- We start by listening. You’ll share your goals, values, concerns, and vision for your future.
Step 2
Planning Overview
- We’ll organize what you’ve shared and walk you through a personalized plan tailored to your needs.
Step 3
Implementation & Strategy
- Together, we put your plan into action, covering investments, insurance, tax strategies, and more.
Step 4
Ongoing Partnership
- As your life evolves, so does your plan. We check in regularly and adjust as needed to keep you on track.
What Makes Coastal Wealth Different
Human-First
Planning:
we start with what matters to you — not just markets or products
Holistic Planning:
integrating protection, growth, legacy, and lifestyle.
Behavioral Financial Coaching:
helping you make confident, values-based decisions.
Backed by MassMutual:
stability, experience, and strength behind every plan.
Frequently asked questions
How much does financial planning cost?
Our pricing depends on the complexity of your financial situation and the level of service you need. We offer both one-time planning fees and ongoing advisory options. During your initial consultation, we’ll walk you through the details and recommend the approach that best fits your goals and budget.
What types of clients do you work with?
We work with individuals, families, and business owners at all stages of life. Whether you're just starting your financial journey, planning for retirement, managing a business, or navigating a major life change, we tailor our guidance to your unique needs and priorities.
What’s included in my plan?
Your financial plan is built around your goals and typically includes cash flow analysis, retirement planning, investment strategy, tax considerations, insurance reviews, and estate planning. We provide a clear roadmap to help you make informed decisions and stay on track over time.
How do you select investment products?
We take a personalized, objective approach to investment selection. Our recommendations are based on your goals, risk tolerance, and time horizon. We prioritize well-researched, high-quality investment options and always act in your best interest.
Will my plan change as my life changes?
Absolutely. Life is constantly evolving, and your financial plan should too. We provide ongoing reviews and updates to ensure your strategy stays aligned with your goals, whether you're starting a family, changing careers, or preparing for retirement.
How do I get started?
Getting started is easy — just schedule an initial consultation with us. We’ll learn about your goals, explain our process, and answer any questions. From there, we’ll guide you through the next steps and begin building your personalized financial plan.
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Where Advisors Build Businesses, Not Just Manage Books.
Most firms talk about support. We’ve built our entire system to actually deliver it, with real coaching, built-in growth tools, and personal partnership at every step.
Key Differentiators
- Supported Independence
- Advisor-as-Client™ Philosophy
- Behavioral Finance Tools
- Dedicated Coaching & Career Planning
- Built-In Lead Generation & Marketing Systems
- Operational & Compliance Support
- Backed by MassMutual
Why Top Advisors Make the Move to Coastal Wealth
Coastal Wealth
- Supported Independence
- Career Coaching and Mentorship
- Built-In Marketing and Lead Generation
- Enterprise Equity Growth
- Behavioral Finance Focus
Traditional Firms
- Sales Quotes and Productions Pressure.
- Sink-or-Swim Model
- 100% Self-Sourced Prospecting
- Product-First Sales Tactic.
Why Top Advisors Make the Move to Coastal Wealth
Coastal Wealth
- Supported Independence
- Career Coaching and Mentorship
- Built-In Marketing and Lead Generation
- Enterprise Equity Growth
- Behavioral Finance Focus
Traditional Firms
- Sales Quotes and Productions Pressure.
- Sink-or-Swim Model
- 100% Self-Sourced Prospecting
- Product-First Sales Tactic.
You Build the Relationships. We Support Everything Else.
Advisors own their business while clients gain confidence from MassMutual’s financial strength, stability, and national reputation.
Coastal Wealth
- Ongoing 1:1 mentorship, step-by-step business planning, and leadership development.
Lead Generation & Marketing Systems
- Built-in prospecting tools, marketing support, and business development resources.
Behavioral Financial Planning:
- Go beyond money management, help clients align wealth with purpose.
Operations & Compliance:
- Full back-office, licensing, supervision, and paperwork handled for you.
Technology & Systems:
- Modern tech stack customized to your business model.
MassMutual Strength:
- The scale and trust of a Fortune 500 partner, with boutique-level personal support.
No Matter Where You Are, We Meet You There.
Experienced Advisors (Breakaways)
Transition with confidence and grow your enterprise.
Career Changers:
Launch into financial services with full support.
Enterprise Builders:
Build leadership teams and grow multi-advisor businesses.
Next Gen Advisors:
Structured mentorship and business-building from Day 1.
Personalized Coaching that Drives Growth
From career launch to enterprise scale, you receive one-on-one mentorship, customized business planning, and leadership development to fit your goals.
Private Coaching Sessions
Strategic Business Planning
Leadership Development For Enterprise Builders
Career Path Clarity At Every Stage
Modern Technology
That Works For Advisors
An integrated technology stack streamlines client management,
planning, marketing, reporting, and compliance.
CRM and client management
Secure client portals
Financial planning software
Marketing automation integration
Performance reporting and dashboards
Transition Process Fully Managed for You
Dedicated onboarding specialists
Licensing and registration transfers
Client paperwork management
Technology setup and training
Full transition oversight
Business Ownership
With Full Earning Potential
Growth should build value that lasts. The model offers competitive payouts, equity opportunities, and flexible succession options designed to reward enterprise building.
Competitive Payouts
Earnings Tied To Growth And Enterprise Value
Equity And Ownership Models
Business Succession And Continuity Planning
Amplify Your Growth
Our full-service model is designed for your complete success.
From career launch to enterprise scale, you receive one-on-one mentorship, customized business planning, and leadership development to fit your goals.
OPTIMIZE YOUR COMPENSATION
OPTIMIZE YOUR PRODUCTIVITY
BUILD YOUR CAPACITY
BUILD YOUR BRAND & GET NEW CLIENTS
SCALE YOUR PRACTICE
MAXIMIZE YOUR PRACTICE VALUE
Modern Technology
That Works For Advisors
An integrated technology stack streamlines client management,
planning, marketing, reporting, and compliance.
CRM and Client Management
Secure Client Portals
Financial Planning Software
Marketing Automation Integration
Performance Reporting and Dashboards
The Framework That Drives Growth
The 7 Pillars
Every system and tool is built on a consistent framework that keeps businesses aligned and scalable. The 7 Pillars provide long-term clarity for every stage of advisor growth.
1. Practice Management
Build a business, not just a book of clients. From time management and staff optimization to client service models and tech tools, we help you implement efficient, repeatable systems that keep your practice running smoothly — and profitably.
2. Business Development
Fuel consistent growth with proven strategies for client acquisition, referrals, and strategic partnerships. Whether you're expanding into new markets or deepening existing relationships, we equip you with the tools to scale with confidence.
3. Marketing and Branding
Establish a professional identity that resonates. We support you with brand development, digital strategy, and marketing collateral — all designed to help you stand out, connect with ideal clients, and grow your visibility in the market.
4. Financial Planning
Deliver more than just products — deliver true value. We provide robust financial planning frameworks, tools, and training so you can guide clients through comprehensive strategies that reflect their goals, values, and long-term success.
5. Behavioral Finance
Understand the human side of money. Leverage behavioral insights to better connect with clients, improve decision-making, and drive long-term financial outcomes. This pillar helps you become not just a planner, but a trusted guide.
6. Operations and Compliance
Stay focused on your clients — we’ll handle the rest. From administrative workflows to regulatory support, we streamline your operations and ensure you're always aligned with industry standards, reducing friction and mitigating risk.
7. Leadership and Legacy Building
Build a lasting impact — for your clients, your team, and your future. Whether you're developing a leadership pipeline or planning for succession, we help you grow with intention and leave a meaningful legacy in the profession.
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The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Frequently asked questions
How much does financial planning cost?
Our pricing depends on the complexity of your financial situation and the level of service you need. We offer both one-time planning fees and ongoing advisory options. During your initial consultation, we’ll walk you through the details and recommend the approach that best fits your goals and budget.
What types of clients do you work with?
We work with individuals, families, and business owners at all stages of life. Whether you're just starting your financial journey, planning for retirement, managing a business, or navigating a major life change, we tailor our guidance to your unique needs and priorities.
What’s included in my plan?
Your financial plan is built around your goals and typically includes cash flow analysis, retirement planning, investment strategy, tax considerations, insurance reviews, and estate planning. We provide a clear roadmap to help you make informed decisions and stay on track over time.
How do you select investment products?
We take a personalized, objective approach to investment selection. Our recommendations are based on your goals, risk tolerance, and time horizon. We prioritize well-researched, high-quality investment options and always act in your best interest.
Will my plan change as my life changes?
Absolutely. Life is constantly evolving, and your financial plan should too. We provide ongoing reviews and updates to ensure your strategy stays aligned with your goals, whether you're starting a family, changing careers, or preparing for retirement.
How do I get started?
Getting started is easy — just schedule an initial consultation with us. We’ll learn about your goals, explain our process, and answer any questions. From there, we’ll guide you through the next steps and begin building your personalized financial plan.
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
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