Who We Are
At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don’t outlive your income, or protect your growing business, we can help you achieve your long-term financial goals.
Managing Partner of Coastal Wealth Jeremy Straub
We are committed to the communities where we work and live. Our involvement through charitable organizations and meaningful civic events is deeply important to us. The time and resources we invest in our community are additional reasons we’ve earned the trust of so many people in the coastal regions of Florida.