You Built the Book.
Now Build the Business.
Your clients trust you. Now it’s time to take control of your brand, your income, and your future, with the support you’ve always needed.
What You Leave Behind
vs. What You Step Into
Most advisors didn’t get into this business to be managed. But somewhere along the way, it started to feel that way.
Key
Differences
- Sales Philosophy
- Advisor Autonomy
- Upside Potential
- Brand Ownership
Captive
Firm
- Product Quotas
- Micromanagement
- Limited Upside
- You Serve Their Brand
Coastal
Wealth
- True Planning-first Model
- Supported Autonomy
- Build Value in your business
- You Build Your Own
Your Business.
Your Clients.
Our Support.
Not a wirehouse.
Not a scratch start. No chaos.
Just a model built for experienced advisors, with the freedom to lead and the support to grow.
What Freedom with Support Actually Looks Like
You Control:
- Your Book
- Your Brand
- Your Client Experience
- Your Legacy
We Provide:
• In-house Marketing + Lead Systems
• Transition & Onboarding Team
• Practice Management Support
• Compliance, Tech, and Operations
• Affliated with MassMutal
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They Made the Move. So Can You.
Hear from advisors who left behind bureaucracy, joined Coastal, and built the businesses they always wanted.
This Isn’t a Sales Call. It’s a Real Conversation.
If you’re open to something different, we’ll walk you through how Coastal Wealth works, and how it might (or might not) fit your goals.
You’ll speak with someone who understands the advisor journey.
No quotas. No hype. Just clarity.
What We’ll Cover During The Call
What Supported Independence Really Means
How the Transition Works (and How We Help)
Income, Equity, and Ownership Potential
Your Book, Your Brand, Your Terms
Real Examples of Advisor Success
“You’ll leave the call
with answers, not pressure.”
Let’s Talk About Your Future. Not Just Your Book.
Schedule a confidential 1-on-1 call and explore if Coastal’s model is the right fit for where you want to go next.
Frequently asked questions
What Advisors Ask Before The Call
What kind of long-term opportunity is there?
At Coastal, you’re not just building a book, you’re building a business. From building value and succession planning to scaling with support, our model is designed to help you create something sustainable, valuable, and sellable over time.
Do I need to move all at once?
Not necessarily. We’ve helped many advisors phase their transition, starting with a portion of their book or team. We’ll work with you to create a transition plan that protects your relationships and fits your timeline.
Is this a W-2 or independent contractor model?
Advisors are independent contractors with W2 status marked as Interdependent Contractor
Will I be pressured to move firms after the call?
Not at all. The call is a conversation, not a pitch. We’ll walk you through the model and you decide if it’s worth exploring further.
How does the transition process work?
We have a dedicated team to handle onboarding, compliance, and client communications. Most advisors are fully transitioned in 60–90 days.
Can I keep my own brand and name?
Yes. You can operate under your own brand, co-brand with Coastal, or lean into our platform. We support whatever builds your business best.
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