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Monday, October 8, 2018

Do you like to give to local or national charities? Check out this article that features our CEO, Jeremy Straub on what to know before you donate in SELF : https://www.self...

 

Monday, August 13, 2018

Coral Gables, FL (July 25, 2018) – Coastal Wealth is slated to host its “Su Negocio” Financial Workshop: Assisting Latino Small Business Owners, on Friday, August 17th, 2018 at The Biltmore Hotel in Coral Gables. Su...

 

Tuesday, August 7, 2018

Big spender? Bad tipper? Your partner’s finances may be a relationship forecast. Jeremy Straub, our CEO spoke with CNBC about finances and relationships. Read the full article here: https://www.cnbc...

 

Tuesday, July 31, 2018

Fort Lauderdale, FL (July 12, 2018) – Coastal Wealth recently launched a new campaign to revitalize its team and broaden its alliances within the Miami market. The six-month campaign began July 2018 and includes social and...

 

Thursday, July 19, 2018

Our CEO, Jeremy Straub was recently featured in Thrive Global on how diversity training programs help you to break down barriers. Click here to read the full interview: https://www.thriveglobal...

 

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Friday, July 13, 2018

MEDIA CONTACT: Lais Pontes [email protected] | 954-960-6083 Beacon Financial & Insurance Solutions Joins Coastal Wealth Fort Lauderdale, FL (July 13, 2018) – Beacon Financial & Insurance Solution has announced it will be...

 

Thursday, June 28, 2018

Our CEO, Jeremy Straub was recently featured on Inside South Florida where he spoke about Midyear Financial Tips. Click here to watch!

 

Thursday, June 28, 2018

Meet Jeremy Straub of Coastal Wealth in Fort Lauderdale View the full article here Today we’d like to introduce you to Jeremy Straub. Jeremy, please share your story with us. How did you get to where you are today?I started out...

 

Monday, June 25, 2018

The Leukemia & Lymphoma Society receives $10,000 MassMutual Foundation Grant Miami, Florida, 6/18/2018 - The Leukemia & Lymphoma Society has received a $10,000 grant from the MassMutual Foundation as part of a national Community...

 

Thursday, May 24, 2018

"Drive innovation for your teams while mitigating risks is essential in a CFOs role today - Max Farahani REad the full article here: https://www.bizjournals...

 

Thursday, May 24, 2018

Our CEO, Jeremy Straub, sat down with Thrive Global to share Leadership Lessons learned from running Coastal Wealth. #1 Tip – "Ask the right questions.” Check out the full story here: https://medium...

 

Monday, April 23, 2018

Fort Lauderdale, Fla. (April 10, 2019) - Coastal Wealth will sponsor South Florida Business Journal’s 21st annual Business of the Year Awards Ceremony on April 26th at Jungle Island in Miami. The Business of the Year award...

 

Friday, April 6, 2018

TAMPA, FL. -- Members of Coastal Wealth attended Unsigned Preps’ 3rd Annual Dinner and Fundraiser February 23, 2018 at the Centre Club in Tampa, raising more than $20,000, to support student athletes for their academic and...

 

Monday, January 1, 2018

Fort Lauderdale, FL, January 1, 2018– Coastal Wealth, a member of the MassMutual Financial Group, has announced the promotion of Neil Weiss to Managing Partner of the Palm Beaches. Neil, who started in the industry 25 years ago...

 

Monday, January 1, 2018

Fort Lauderdale, FL, January 1, 2018– Coastal Wealth, a member of the MassMutual Financial Group, has announced the promotion of James Madera to Managing Partner year. “Jim has over 35 years of experience in the industry...

 

Sunday, December 31, 2017

As the holiday season kicked into full gear, our advisors and staff stepped up to the plate to help those less fortunate by collecting toys for Family Central. Jeremy Straub, CEO of Coastal Wealth, who chaired this year’s toy...

 

Friday, December 1, 2017

Alejandro Mendieta was honored at the 2017 Hispanic Heritage Awards by the Boys Scouts of America. Alejandro is a Managing Director at Coastal Wealth, a member of the MassMutual Financial Group. The Hispanic Heritage Awards coincides...

 

Wednesday, November 1, 2017

FORT LAUDERDALE, Fla. (Oct. 26, 2017) – Coastal Wealth, a member of the MassMutual Financial Group, has announced the acquisition of Arven Financial, a Miami-based financial firm focused on insurance and estate planning. Founded...

 

Monday, October 23, 2017

Lifetime Planning Income By Howard Wolkowitz How do you create an income stream that you cannot outlive? Lifetime income planning considers your assets; your liabilities; and your potential, possible, and predictable income during...

 

Monday, October 9, 2017

Coastal Wealth, a member of the MassMutual Financial Group, recently unveiled its new website to better serve its financial planning customers through the use of cutting edge technology. We...

 

Tuesday, August 29, 2017

Real Estate Developers are often in a favorable income tax position due to depreciation and other income tax deductions that shelter a great deal of their income. This is particularly true during the early years of a project. Because...