Operator. Entrepreneur. Mentor.

Jeremy Straub is a financial services leader and founder of multiple companies, known for turning advisors into business leaders, scaling ventures, and creating long-term enterprise value.
Trusted Across Companies, Platforms, And Industries
Podcasts / Articles
In the Media

His mission is to help advisors move beyond financial planning and into true business ownership, building scalable, sellable firms that endure.
Beyond Coastal, Jeremy invests in ventures across insurance, hospitality, and lifestyle, all guided by his belief in discipline, resilience, and long-term value.
About
Jeremy
Companies & Ventures
Jeremy’s portfolio spans financial services, insurance, hospitality, and lifestyle.
COASTAL WEALTH
Coastal Wealth is the platform where advisors become true business leaders.
Through structure, mentorship, and access to multiple revenue lines, the firm helps advisors build scalable, sellable businesses, creating real enterprise value while serving clients at the highest level.
Ascension
Ascension is a P&C insurance aggregator built to help independent agencies scale and stay competitive.
With access to top carriers, operational support, and shared growth resources, Ascension empowers agencies to expand their offerings, strengthen their operations, and grow without sacrificing independence.
La Wagyeria
La Wagyeria is a vertically integrated American Wagyu ranch and hospitality group with roots in Miami, Austin, and Oklahoma.
By controlling the full process, from ranch to restaurant, the brand delivers bold flavor, intentional craftsmanship, and a warm, modern luxury dining experience grounded in authenticity and care.
PCAR Marketplace
PCAR Marketplace is a curated platform designed for automotive enthusiasts and collectors.
With a focus on high-quality listings, trusted transactions, and a passionate community, PCAR offers a marketplace experience built around accuracy, transparency, and the shared love of exceptional cars.
Podcasts & Insights
Jeremy hosts Mindset Meets Money, a weekly podcast about leadership, entrepreneurship, and the mindset behind building lasting wealth.
Listen to the latest episodes and explore Jeremy’s articles and insights.










