Coastal Wealth

Coastal Wealth is a wealth management firm in Lauderdale Lakes, FL. The firm offers personalized financial guidance for individuals and families, emphasizing a behavioral financial planning approach that aligns with how clients think, feel, and act about money. It also provides growth systems and coaching for financial professionals, including operational and compliance support, marketing tools, and a platform that allows advisors to run independent practices while backed by MassMutual’s resources. With more than 300 advisors across Florida and Georgia, Coastal Wealth serves clients throughout the region and holds a 3.5‑star rating.

The company’s model centers on partnership rather than production, giving advisors full ownership of their practices while supplying proven infrastructure, mentorship, and training. Its human‑first philosophy starts with clients’ values and goals, not products, and integrates protection, growth, legacy, and lifestyle planning. The platform’s behavioral approach and dedicated coaching are designed to foster long‑term clarity and sustainable growth for both advisors and their clients.

Coastal Wealth’s office is situated on Corporate Dr, about 0.2 miles from West McNab Road and 0.3 miles from Cypress Creek Road. It lies within a short walk of Memorial Christian School and Rickards Middle School, each roughly 0.4‑0.5 miles away, and is also near the S‑37A weir.

By combining a partnership‑focused structure with behavior‑driven financial planning, Coastal Wealth delivers wealth‑management services that are tailored to the needs of Lauderdale Lakes residents.