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Helping Our Community


Giving Back is the Foundation of Who We Are

Contributing to the community extends far beyond the financial 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.

Companies We Have Worked With:

United Way logo
Junior Achievement logo

Great turn out at @unitedwaymiami Small Business United Cafecito & Pastelitos Meet-Up sponsored by Coastal Wealth! More than 50 business owners and professionals had a chance to connect and give back by writing notes of encouragement to kids returning to school. Thanks to Financial Professional and Co-Chair, Daniel Gonzalez, for helping to coordinate this wonderful event.

The women of Coastal came together for our Pro-Growth call. This movement is based on creating an inclusive culture and environment where women business owners can grow and thrive. Big thanks to Michelle Pedigo, MassMutual’s Head of Field Management South-Central Region, for joining us to discuss recent pro-growth ideas and trends. It’s wonderful to watch these women connect, collaborate, and inspire each other.


Happy #EarthDay from the #CoastalFamily. We hosted beach clean ups at 3 locations across Florida to give back to the community in which we live, work, and play. Special thanks to @mscheezious for a great lunch. Our beaches were cleaned and our bellies were full! 🌎

We are beyond proud of Financial professional, Romi Wallach, for taking part in The Crossing For Cystic Fibrosis. This long-distance endurance paddle challenge takes paddlers 80 miles across the Gulf from Bimini to Lake Worth, FL to support the Cystic Fibrosis community through @pipersangelsfoundation. Her daughter was by her side on a support boat every stroke of the way! Romi is humbled by the support of over 180 donors, making her one of the top fundraisers. The #CoastalFamily is SO PROUD of what you’ve accomplished, Romi! 🌊🏅💪
#crossingforCF #pipersangelsfoundation @crossingforcf



Costal Wealth's first holiday food drive for @unitedway was a success! In addition to collecting many food donations we raised over $14,000 to help families in need.

Thank you to all who participated in this meaningful project including our CEO, Jeremy Straub & Chairman, Harris Fishman for kindly matching every dollar donated. Special thanks to Managing Partner, Alejandro Mendieta, for facilitating this partnership. Happy Holidays! 

Round of applause for Alejandro Mendieta, President of Coastal Wealth’s Private Client Group!👏👏👏 Join us in congratulating Alex on receiving the Ralph Gonzalez-Jacobo Banking/Finance Award from the South Florida Hispanic Chamber of Commerce at the Hispanic Leadership Awards today for his work to continue Florida’s economic growth and create opportunities for families across the state. A Certificate of Merit was also presented by the City of Miami in recognition of his excellent service. We are so proud! 🌟

#HispanicLeadershipAwards #CommunityService

Financial Professionals, Jared Morgenstern and Dillon Hamman, represented the #CoastalFamily as proud sponsors of the 3rd Annual Wheels, Wings & Fashion event to benefit the Leukemia & Lymphoma Society and The George Snow Fund. Guests enjoyed an evening of fashion, fun, and networking surrounded by an impressive display of luxury aircrafts and exotic cars.🏎️🛩️


We are excited to announce the launch of Private Client Group, a division of Coastal Wealth, offering personalized insurance solutions focusing on the complex needs of high net worth individuals, families, trusts, foundations and businesses. The Private Client Group is led by Presidents, Alejandro Mendieta and Chad Tourin, JD, CPA, together with a specialized team of financial professionals. Learn more: mycoastalwealth.com/pcg

 We are happy to congratulate Financial Professional, Philip Engelmann, on being presented the NESA Outstanding Eagle Scout Award by the South Florida Council and the Boy Scouts of America. This award is granted to Eagle Scouts who have distinguished themselves through their life work and continued community service. 🦅⚜️

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Happy #InternationalWomensDay from all of us at Coastal Wealth. Today is a day of gratitude for us as we recognize all of the amazing and diverse women that make our #CoastalFamily so special.💜🌟💜.


Have Additional Ideas for How We Can Give Back?

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