We provide products and services to help address and protect every aspect of your life.  Click a links below to begin your journey with Coastal Wealth:

INSURANCE

Insurance and benefits that you can rely on and trust, when you need it most. We’ll make sure of it.

RETIREMENT PLANNING

Retiring should be a stress-free time, and we’ll help you plan to make sure that yours is.

ESTATE PLANNING

We’ll help you with all of your Estate Planning needs, and we’ll answer any questions you have.

BROKERAGE

We’ll help you with all of your Brokerage needs, and we’ll answer all of your questions.

Coastal Wealth Logo
Providing Property & Casualty Insurance services to individuals throughout Florida, with ease and efficiency.

PROPERTY & CASUALTY INSURANCE

Providing Insurance services to groups and companies throughout Florida, with your team in mind.

GROUP INSURANCE BENEFITS

Providing Insurance services to individuals throughout Florida, with ease and efficiency.

INDIVIDUAL & FAMILY COVERAGE

Providing Top-Level Brokerage services throughout Florida, with efficiency for those in need.

BROKERAGE SERVICES

We can help you define and achieve your unique, long-term goals through Insurance, Retirement & Estate Planning. Coastal Wealth is here to be your guide. Connect with an agent today to learn more about your options and the benefits we can help you achieve.

You’re here because you need some guidance with your coverage or brokerage needs. We’re here to be your guide. Connect with a team member today and we’ll get you steered in the right direction. 

About us

We focus on being a guide for our clients, towards the best coverage for their needs.

We understand the needs and pain points of our clients, and we plan ahead to alleviate the stress and uncertainty of managing wealth, opportunities for growth, and all of the details in between. 

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Who We Serve

Our Skilled Agents Are Here To Help Individuals and Companies Like You

Our agents are skilled and experienced working with individuals and companies just like you. Connect with a Coastal Wealth Agent today to start your journey.

Jeremy Straub - CEO & Founder
Jeremy Straub began Coastal Wealth as a dream to help make a difference to his clients. As Founder and CEO, Straub envisioned a company in order to help ensure his clients would make educated financial decisions today to help potentially avoid catastrophic ones in the future.
Jeremy Straub

CEO Coastal Wealth

Jeremy Straub - CEO & Founder

Let's navigate your options together.

The time is now, to start properly managing your wealth and focusing on your health and well-being. Our products and services are tailored to help you do that, and so much more. start navigating your opportunities today! We’ll be your guide.

Coastal Wealth Insurance - Home Example
PROPERTY & CASUALTY INSURANCE

Coastal Wealth Insurance was created to provide Insurance coverage for individuals just like you, who want to live life with peace of mind knowing that your life and assets are covered and the future is yours. We’re an independent agency, so we compare the best insurance options on your behalf to find the best combination of cost and coverage.

Coastal Wealth Benefits - Meeting Example
GROUP INSURANCE BENEFITS

Your team deserves to be well taken care of, and we know that you agree. We’re here to help you do that, with the best group Health Insurance Benefits for your specific needs. Consider us your trusted guide to help you understand and manage the wide range of risks and exposures associated with Group Insurance Benefits.

Coastal Wealth Solutions - Meeting Example
INDIVIDUAL & FAMILY COVERAGE

Our independence as Insurance providers allows us to truly serve our clients with the best rates and options available, and that’s always an honor. We know these waters well, and if you’re on a journey towards the best Insurance coverage for you and your family, we’ll be your guide.

Coastal Wealth Brokerage - Meeting Example
BROKERAGE SERVICES

We work with independent agent/brokers to provide MassMutual products including: Whole Life and Term insurance, Disability Income Insurance products, Long Term Care Insurance and Fixed Annuities. 

You’re here because you need some guidance with your coverage or brokerage needs. We’re here to be your guide. Connect with a team member today and we’ll get you steered in the right direction.