Build Your Business. Own Your Future. With Real Partnership
At Coastal Wealth, independence comes with real partnership. With structure, systems, and personal guidance, you scale your business with confidence and clarity.
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.
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.
Real Business Ownership, Not Just a Book of Business
At Coastal Wealth, you’re not just managing assets, you’re building enterprise value.
- Keep more of what you earn
- No artificial production hurdles
- Business equity & partnership opportunities
- Build a lasting business with real ownership
Your Transition. Simplified and Fully Supported.
Transitioning your business is one of the biggest decisions you’ll make. Our proven transition team takes the weight off your shoulders, so you can stay focused on your clients.
- Dedicated onboarding specialist
- Licensing & paperwork handled
- Client transition coordination
- Full compliance guidance
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.
Frequently
Asked Questions
What does it mean to be an independent advisor with Coastal Wealth?
You run your own business but are never alone. You gain access to a full platform of planning tools, product access, marketing, and operational support, all while maintaining autonomy and ownership.
Do I need to bring a book of business to join?
No. We support both experienced advisors with existing books and career-changers starting fresh. What matters most is your mindset and drive.
How does Coastal Wealth support my growth?
You’ll have a dedicated onboarding team, access to marketing and business planning specialists, ongoing development opportunities, and direct mentorship from firm leaders.
What products or carriers do I have access to?
We’re affiliated with MassMutual and also offer access to a broad suite of third-party carriers and investment platforms, enabling truly holistic planning.
Can I grow a team or build an agency under the Coastal platform?
Yes. We support advisors who want to grow solo or build something bigger. We’ll help you structure and scale based on your vision.
How do I start the conversation?
Just reach out. Our conversations are pressure-free, confidential, and focused on helping you determine if this is the right fit.
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