Built Across Florida. Growing Across the Southeast.

With offices throughout Florida and key cities in Georgia, Texas, and the Carolinas, Coastal Wealth provides local support with national reach. Wherever you are in your journey, our advisors, infrastructure, and leadership are close by, and here to help you grow.

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Start Your Financial Plan
Start Your Financial Plan
Built Across Florida. Growing Across the Southeast.Built Across Florida. Growing Across the Southeast.
300+ Advisors Across FL & GA
Affiliated with MassMutual
Supported Independence Platform
300+ Advisors Across FL & GA
Affiliated with MassMutual
Supported Independence Platform

Plantation

Address:
8151 Peters Road, Suite 1700
Plantation, FL 33324

Fort Lauderdale

Address:
1000 Corporate Drive, Suite 700
Fort Lauderdale, FL 33334

West Palm Beach

Address:
250 S Australian Ave, Suite 1200
West Palm Beach, FL 33401

Coral Gables

Address:
2100 Ponce De Leon Blvd, Suite 600
Coral Gables, FL 33134

St Augustine

Address:
315 W Town Place, Unit 7
St. Augustine, FL 32092

St Augustine

Address:
2502 N Rocky Point Drive, Suite 695
Tampa, FL 33607

Tallahassee

Address:
259 John Knox Rd.
Tallahassee, FL 32303

Proven by Results. Trusted by Builders.

"We plugged into their Life & P&C verticals and unlocked an entirely new revenue stream, without hiring in-house."

— Principal, Independent RIA

"This is what the industry’s been missing. A real partner that gets the business and delivers without ego."

— Advisor, Breakaway Team

"We plugged into their Life & P&C verticals and unlocked an entirely new revenue stream, without hiring in-house."

— Principal, Independent RIA

The Next Step Starts Here

Whether scaling your business or looking for financial guidance, it starts with a conversation.

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© 2025 Coastal Wealth. All rights reserved

Discover financial excellence with Coastal Wealth – where integrity meets innovation. Our dedicated team is committed to providing personalized solutions that empower you on your unique financial journey. Trust in our expertise, transparency, and unwavering commitment to your success. Contact us today and let Coastal Wealth be your partner in achieving financial well-being.

OFFICE
1000 Corporate DriveSuite 700
Ft. Lauderdale, FL 33334
Hours Mon – Fri 9:00AM-5:00PM EST
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