Broker Check

Joseph Welsh  

jwelsh@mycoastalwealth.com

Office: (239)-362-2196
Fax: (239-288-4128

9530 Marketplace Rd Suite 108 
Fort Myers, Fl 33912

Coverpath

Fortuna

Calendly

Focus: Insurance Strategies, Investment Strategies, Financial Education, Business Owners, Risk Management Strategies, Estate Planning, Business Succession Planning, Retirement Income Planning

Languages: English

I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.



My Approach

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions while avoiding catastrophic ones by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.

Custom Solutions

SOLUTIONS THAT HAVE AN IMPACT

Achieving your financial goals takes patience and planning to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or investing for retirement, having a trusted financial advisor can support and guide you to make solid decisions that turn life goals into reality.

Powered By Technology 

Technology that is built for you 

Technology that is built for you 

ORGANIZER
Connect all your accounts for a consolidated view of your entire financial picture.

INVESTMENTS
Interactive charts and detailed views help monitor all your accounts.

SCREEN SHARING
Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.

VAULT
Safely store your most important financial documents, accessible 24/7.

TRACK SPENDING
Know how much you’re spending, and where.

BUDGETING TOOLS
Set budgets to help reach your savings goals.

MOBILE
A complete financial picture available on your smart phone.

FINANCIAL WORKSHOPS
See if you’re on target to reach your most important goals

*Not all representatives can offer all services listed. Please consult our office for full details. Health & Dental insurance offered by unaffiliated insurers. 


MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Securities and investment advisory offered through qualified registered representatives of MML Investor Services, LLC. Member SIPC. Any discussion of taxes is for general informational purposes only, does not purport to complete or cover every situation, and should not be construed as legal, tax or accounting advise. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. OSJ: 2400 E Commercial Blvd, 11th Floor, Fort Lauderdale, FL 33308 800-320-4180. 

CRN202105-246732