Broker Check

Coastal Wealth Launches New Website to Improve Client Service

| October 09, 2017
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FORT LAUDERDALE, Fla. (Oct. 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 are excited about our new website launch and the robust information it provides for the community and clients to better understand Coastal Wealth’s goal based financial solutions,“ said Jeremy M. Straub, CRPC, CFS, Founder & CEO of Coastal Wealth.

With the launch of the new site, Coastal Wealth has the powerful connection of customer relationship management (CRM) software fully layered into the site. In addition, the site integrates Pardot, the top analytics and email marketing platform on the market. The new technology supporting the website will dramatically improve the firm’s client experience.

Hali Utstein, Vice President of Marketing for Coastal Wealth said, “The new website has a clean, uncluttered design, improved functionality and enhanced rich content focused on the Company's mission to help clients, business and their employees prosper by making good financial decisions, and to avoid catastrophic ones.”

Coastal Wealth’s new website will be updated often with news of products, business activity, corporate milestones, and events. Visitors are encouraged to explore the website at

Coastal Wealth, a member of the MassMutual Financial Group, specializes in financial planning, protection, property and casualty insurance and group benefits. Its mission is to help businesses and their employees prosper by making good decisions, and to avoid catastrophic ones. Licensed in all 50 states, the Coastal Wealth team serves more than 100,000 households and companies with more than 250 financial advisors and support staff. Offices are in Fort Lauderdale, Boca Raton, Coral Gables, Plantation, West Palm Beach, North Palm Beach, Tavernier Key, Fort Myers, Sarasota, Tampa, Port Richey and Stuart. To learn more, visit CRN201812-219850

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