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The Impact of Philanthropy: Coastal Wealth’s Contributions

At Coastal Wealth, we believe that contributing to our communities is more than a responsibility; it’s an honor. Giving back has shaped our journey and enabled us to positively impact…

300+ Advisors Across FL & GA
Affiliated with MassMutual
Supported Independence Platform
300+ Advisors Across FL & GA
Affiliated with MassMutual
Supported Independence Platform

At Coastal Wealth, we believe that contributing to our communities is more than a responsibility; it’s an honor. Giving back has shaped our journey and enabled us to positively impact many lives. In this blog post, we share the ways our team has been actively involved in charitable initiatives, as well as how our mission of philanthropy guides our work each day.

1. Supporting Alzheimer’s Research

One of the causes closest to our hearts is the Alzheimer’s Association Walk to End Alzheimer’s®. This event, held in Fort Lauderdale and Jacksonville, brings people together to raise awareness and essential funds for Alzheimer’s care, support, and research. Coastal Wealth is honored to sponsor and participate in this event as we walk alongside our community to create a future without Alzheimer’s.

2. Feeding America Volunteer Days

Food insecurity is an issue that affects millions nationwide, including families in our local communities. Each year, Coastal Wealth team members volunteer their time with Feeding America, distributing meals to families in need and assisting in food bank initiatives. These volunteer days are a powerful way for our team to connect with and support those facing food insecurity.

3. Financial Literacy Initiatives

Financial literacy is a pathway to empowerment. Through workshops and educational sessions in local schools and community centers, our team provides tools and resources to individuals and families. By focusing on topics like budgeting, saving, and retirement planning, Coastal Wealth seeks to empower individuals to achieve long-term financial stability.

4. Specialized Care and Advocacy

Coastal Wealth’s Special Care Division provides customized financial guidance for families with unique needs. Supporting these families goes beyond our services, as we proudly contribute to causes related to special care and disability support. By connecting families with resources and giving to organizations that work directly with these communities, we strive to create a secure future for all.

5. Angel Tree Program with the Salvation Army

The holiday season is a reminder of the importance of compassion and support. Through the Salvation Army Angel Tree Program, we help spread holiday joy by adopting “Angels”—local children in need—and fulfilling their holiday wish lists. This program has brightened the season for over 3,400 underprivileged children in Broward County alone, and our team members are always eager to make a difference.

At Coastal Wealth, philanthropy isn’t just an event or an initiative; it’s embedded in our values. Our team is committed to making a difference, whether through donations, volunteering, or supporting community-driven causes. We invite you to join us on this journey of giving back—together, we can make a lasting impact.

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