Coastal Wealth is a financial services firm serving clients and financial professionals in Florida, Georgia, Texas, and the Carolinas. Associated with MassMutual, the firm combines institutional resources with an independent model designed to give advisors flexibility in running their practices. Its approach starts with people rather than products, emphasizing personal guidance and relationships that can adapt over time.

For individuals and families, Coastal Wealth offers personalized financial planning built around each client’s life and goals. Its behavioral financial planning approach considers how people think and feel about money, helping advisors develop strategies intended to support long-term financial well-being. The firm also supports financial professionals seeking to build or grow a business. Its advisor platform includes operational and compliance assistance, coaching, career development, training, marketing resources, digital campaigns, lead-generation tools, and branding support.

Coastal Wealth presents its services as a partnership focused on client futures and advisor growth. Securities, investment advisory, and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, a member of SIPC.