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The most innovative, collaborative and trusted Financial Solutions firm in the nation.

Our Values

Coastal Wealth, a premier financial solutions firm, is anchored in unwavering integrity, transparency, and ethical conduct. We embrace diversity, fostering an inclusive environment for unparalleled financial expertise. Innovation is our heartbeat, driving dynamic solutions tailored to your evolving needs. Through collaborative efforts, our dedicated team delivers comprehensive financial services that surpass individual capabilities. Responsibility guides our decisions, emphasizing the broader impact on clients and communities. Trust Coastal Wealth’s associates, revered for unmatched expertise, to navigate your financial journey with integrity, diversity, innovation, collaboration, and responsibility.

What We Offer

Discover diverse financial opportunities with Coastal Wealth. Our services include a tailored, comprehensive financial plan and a meticulously crafted investment strategy to align with your unique goals. Unlock the potential of strategic tax planning for optimal financial management. But that’s just the start – Coastal Wealth goes beyond, offering a myriad of additional services. Our approach centers on attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business. Trust us to guide you through a personalized financial journey aligned with your aspirations.

WE’RE COMMITTED TO SUCCESS

Our Commitment

At Coastal Wealth, our commitment is unwavering. Guided by our mission to navigate opportunities and redefine what is possible, we strive to push boundaries and unlock new horizons for our clients. With a clear vision to become the most innovative, collaborative, and trusted financial solution firm in the nation, we pledge to uphold the highest standards of excellence, transparency, and integrity in all that we do.

Social Responsibility

Contributing to the community extends far beyond the services we provide. Consequently, we are dedicated to supporting local charitable and civic organizations that help make our community – and our world – a better place. It is our way to demonstrate our ongoing commitment to our community, and our way of giving back to those individuals who need our support.

Through our active involvement with local charitable and civic organizations, we aim to make a meaningful impact on the lives of individuals and families in need. Whether through volunteering, fundraising, or sponsorships, we are deeply invested in fostering positive change and creating opportunities for those facing adversity. 

Through 2021, Coastal Wealth Has:

1 Amount of individual life insurance in force as of 12/31/21 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.

2 Amount of individual life insurance claims paid from 1/1/21 to 12/31/21 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company

3 The amount of dividends to eligible participating whole life policyowners in 2021.

4 Amount of cumulative LifeBridge coverage in force through 12/31/21. MassMutual’s LifeBridgeSM program provides free, $50,000 ten-year term life insurance policies to eligible parents and legal guardians. MassMutual pays the premiums. LifeBridge is an education-focused, community service program providing free life insurance to working families who may not be able to afford life insurance.

Self-Reliant

Our team embodies a spirit of self-reliance, demonstrating initiative and resourcefulness as they navigate challenges and contribute to the collective success of our dynamic financial firm.

Ethical

We take pride in fostering a workplace culture that prioritizes integrity, honesty, and transparency, ensuring our clients receive the highest standard of ethical financial services.

Unwavering

Our team's commitment is unwavering, consistently delivering excellence and steadfastly navigating the complexities of the financial landscape to ensure the satisfaction of our clients.