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Our Story

In March 2015, Jeremy Straub began Coastal Wealth as a dream to help make a difference to his clients. As Founder and CEO, Straub has won awards including the Apogee Award in 2019 by the South Florida Business and Wealth, top 40 under 40 leader in 2017 by the South Florida Business Journal, and many more. He envisioned a company that would help ensure his clients would make educated financial decisions today to help potentially avoid catastrophic ones in the future. He had a long-term strategy built on diversification with open architecture allowing financial professionals to have the independence of a boutique firm while affiliating with a large, dynamic and technologically advanced organization.  Straub’s vision was to build one of the most innovative, collaborative and trusted financial solutions firm in the nation. 

Today, Coastal Wealth continues its stellar growth in the marketplace and has quickly risen to acquisitions and helping financial professionals serve more clients. At the beginning of 2020, Coastal Wealth acquired two firms, MassMutual South Florida and MassMutual Southeast Coast, a firm with a long history dating back to 1869. Bringing together these three independent financial services firms has created one of the largest insurance and wealth management firms in the Southeast. 

With the latest acquisition, Harris Fishman, former President and CEO of MassMutual Greater Philadelphia, joined as Chairman of Coastal Wealth.  Fishman has a long and significant history with Massachusetts Mutual Life Insurance Company (MassMutual) having served as President of the General Agents Association in 2013.  He brought the Greater Philadelphia firm to unprecedented heights over 20 years having won MassMutual’s Chairman’s Trophy ten times (2008, 2010, 2012, 2013, 2015 - 2020). He was recognized as a Top CEO and an Influencer of Finance by the Philadelphia Inquirer in 2019. Fishman has won many awards for corporate philanthropy, corporate culture and executive leadership over his career.

Jeremy Straub and Harris Fishman lead the firm continuing Coastal Wealth’s mission to navigate opportunities and redefine what is possible.  Coastal Wealth services over 90,0001 clients with over $20 billion of life insurance in force2 and $13 billion in assets serviced with a team of nearly four hundred financial professionals across Florida, Georgia and South Carolina with 27 office locations.

1An insured, owner or payor of a MassMutual policy or contract as of December 31, 2019.  2Life insurance coverage in force as of December 31, 2019 related to products issued by Massachusetts Mutual Life Company and its subsidiaries, C.A. Life Insurance Company and MML Bay State Life Insurance Company.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. Agency officers are not officers of MassMutual. CRN202301-277598