Ideas Worth Sharing.
Stories Worth Telling.

Explore insights, strategies, and real-life moments from the Coastal Wealth community. From financial planning tips to behind-the-scenes highlights, this is where vision meets value.

Ideas Worth Sharing. Stories Worth Telling.Ideas Worth Sharing. Stories Worth Telling.
300+ Advisors Across FL & GA
Affiliated with MassMutual
Supported Independence Platform
300+ Advisors Across FL & GA
Affiliated with MassMutual
Supported Independence Platform

Recent Blogs

Check out our recent blogs here.

Financial Planning

Lester Hamrick – A Legacy Of Integrity & Excellence In Financial Planning

Lester Hamrick: A Legacy of Integrity and Excellence in Financial Planning In the dynamic world of financial planning, success often hinges on a blend of expertise, integrity, and a genuine…

Special Care

Craig Eppy’s Impact on the Special Needs Community as a Special Care Planner

When it comes to planning for the future, especially for families with loved ones who have special needs, the challenges can often feel overwhelming. Understanding the complexities of financial planning…

Culture

Celebrating Cultural Diversity at Coastal Wealth: Angella Fleming’s Jamaican Oxtail Recipe

At Coastal Wealth, we believe that our strength lies in our diversity. This month, we are shining a light on the different cultures that make up our incredible team. To…

Community

MassMutual Foundation honors Alejandro Mendieta

We’re proud to share that Alejandro Mendieta, President of Coastal Wealth Private Client Group, has been recognized by the MassMutual Foundation with a $5,000 donation to the South Florida Hispanic…

Wealth

5 Wealth-Building Tips to Secure Your Financial Future

Building wealth takes time, discipline, and smart planning. Whether you’re just starting your financial journey or looking to enhance your current strategy, having the right tools and mindset is key to long-term success. Here are five actionable wealth-building tips to help you secure your financial future:

Wealth

The 7 Levels of Financial Freedom: Your Path to Abundant Wealth Elementor

Achieving financial freedom is a journey, and for most people, it doesn’t happen overnight. But with clear goals, consistent effort, and sound financial strategies, you can work your way through…

Special Care

Special Care Planning: A Lifeline for Families with Unique Needs

At Coastal Wealth, we recognize that financial planning isn’t one-size-fits-all, especially when families are faced with special care challenges. Special Care Planning focuses on helping families secure their financial future…

Community | Culture

Gratitude Wall

Welcome to our Gratitude Wall! This space is designed to celebrate the spirit of gratitude and share what we’re thankful for as a Coastal Wealth community. We invite you to…

Financial Planning

How to Create a Budget that Helps You Achieve Financial Freedom

Financial freedom is the ultimate goal for many people, representing the ability to live life on your own terms, without the burden of financial stress. Achieving financial freedom, however, requires…

Wealth

Building Generational Wealth – With Robert Brooks

From Tragedy to Triumph: The Story of Ibex Capital and the Brooks Family In the heart of Boca Raton, Florida, sits IBEX Capital, a beacon of financial security and prosperity…

Financial Planning

5 Steps to Start Your Journey Toward Financial Freedom

Achieving financial freedom is a goal many of us aspire to, but the journey can seem daunting. Fortunately, by following a clear roadmap and staying disciplined, you can take the…

Special Care

Special Care Planning: Securing Futures and Enhancing Lives with Michael J. Sousou, CLU®, ChFC®, LUTCF, CRPS®, RICP®

At Coastal Wealth, we understand that every family has unique financial planning needs. For families with dependents who have special needs, planning takes on even greater importance. That’s where the… Read MoreSpecial Care Planning: Securing Futures and Enhancing Lives with Michael J. Sousou, CLU®, ChFC®, LUTCF, CRPS®, RICP®

Uncategorized

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…

Community

Reflecting on Coastal Wealth’s 2024 Walk to End Alzheimer’s

At Coastal Wealth, we believe in making a difference—not just in the lives of our clients but also in the communities we serve. This year, our commitment to fighting Alzheimer’s… Read MoreReflecting on Coastal Wealth’s 2024 Walk to End Alzheimer’s

Financial Planning

New Year, New Financial Goals: Start 2025 Off Right

The beginning of a new year is the perfect time to take control of your financial future. Whether you’re looking to save more, invest wisely, or ensure your loved ones… Read MoreNew Year, New Financial Goals: Start 2025 Off Right

Special Care

What are Special Care Planners?

WHAT ARE SPECIAL CARE PLANNERS? Learn about Coastal Wealth’s Special Care Planners and how we help… Navigating the Future with Confidence: How Coastal Wealth’s Special Care Planners Help Families Thrive…

Community | Financial Planning | Special Care

Why Giving Back in Your Community Matters

At Coastal Wealth, giving back is a core part of who we are. We believe that supporting our community goes hand-in-hand with helping individuals, families, and businesses thrive. Through volunteering,…

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

— Principal, Independent RIA

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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.

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