What does Coastal Wealth do?

Coastal Wealth is an independent financial services firm based in Fort Lauderdale, Florida. Established in 2007, the company has become one of Florida's leading wealth management and financial planning organizations. It is affiliated with MassMutual Financial Group, which enhances its stability and reputation. Coastal Wealth manages approximately $25 billion in assets and supports over 300 financial professionals across various regional offices in Florida. The firm offers a wide range of financial services, including financial planning, wealth management, retirement planning, risk management, estate management, business strategies, and tax planning. Coastal Wealth operates under a fiduciary standard, ensuring that its professionals prioritize the best interests of their clients. The company fosters a culture of partnership and innovation, empowering advisors to operate independently while providing access to a diverse array of financial products. Coastal Wealth is recognized for its commitment to community support and has been acknowledged as a "Great Place to Work."