Coastal Wealth: Turning Advisors into Business Leaders
Under Jeremy Straub’s leadership, Coastal Wealth has become one of the largest MassMutual firms in the Southeast, providing a platform where financial advisors can build scalable, sellable businesses and grow into true business owners.
About
Coastal Wealth
Coastal Wealth is a financial services firm dedicated to helping advisors move beyond transactions and into enterprise building. With hundreds of advisors and a vision to triple its ranks, Coastal has created a model for supported independence that blends structure, mentorship, and multiple revenue streams.
Advisors at Coastal are given the resources, training, and guidance they need not only to succeed as practitioners, but to thrive as leaders and entrepreneurs. This philosophy defines Jeremy’s vision: turning advisors into business owners who can scale practices that endure.
What sets
Coastal Wealth
Apart
Scale & Vision
One of the largest MassMutual firms in the Southeast, with a clear path to growth and expansion.
Supported Independence
A balance of autonomy and structure, designed for advisors who want to grow without sacrificing freedom.
Multiple Revenue Streams
Advisors have access to insurance, investments, benefits, and other solutions that expand opportunities.
Mentorship & Development
A culture of growth, where advisors are coached into leadership roles and business ownership.
Client-Centered Planning
Holistic financial planning approach that focuses on long-term trust, not just product sales.
Jeremy’s Perspective
Jeremy’s Perspective
“Coastal Wealth was built to do more than just support advisors. My vision has always been to help them become true business leaders — people who own scalable practices, build lasting enterprise value, and create real impact for their clients and families.” – Jeremy Straub
The Coastal Difference
Advisors
Build businesses that can scale, sell, and endure.
Clients
Receive holistic financial planning across protection, assets, and liabilities.
