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Coastal Wealth
Coastal Wealth launched in 2016 in Fort Lauderdale under founder and CEO Jeremy Straub, a group of advisors who built the platform to deliver infrastructure...
Coastal Wealth
Coastal Wealth launched in 2016 in Fort Lauderdale under founder and CEO Jeremy Straub, a group of advisors who built the platform to deliver infrastructure and partnership they saw missing in traditional firms. The firm operates as a MassMutual general agency, giving its financial professionals the branded stability of a Fortune 500 institution while preserving full practice ownership. The firm manages over $25 billion in client assets across Florida, Georgia, Texas, and the Carolinas. Advisors deliver financial planning, retirement planning, and asset management, with specialist verticals in life insurance, property & casualty, annuities, and personal risk management. Coastal Wealth’s model draws on behavioral finance and a structured coaching curriculum called the 7 Pillars — covering practice management, business development, marketing, financial planning, behavioral finance, operations and compliance, and leadership and legacy building — to help individual advisors scale. Coastal Wealth fields 300+ financial professionals from regional offices including Fort Lauderdale, Coral Gables, Tampa, Naples, West Palm Beach, St. Augustine, Augusta, and Atlanta. Its west coast of Florida presence sits under Patrick Thuecks as VP for Naples, Tampa, Sarasota and the Keys; Tom Hippler serves as VP Atlanta, and Roger Dominey as VP North Florida and Georgia. The firm’s internal operational backbone includes a compliance team led by Claudia Spence, a practice development group, in-house marketing under Interim CMO Keir Dillon, and a 30-program advisor development system. The structural differentiator is the supported-independence model itself: advisors own their books and make independent decisions, but Coastal Wealth absorbs the compliance burden, provides centralized new-business processing and technology support, and layers proprietary behavioral-finance tools on top of MassMutual’s product shelf. This hybrid architecture lets the firm recruit advisers who want institutional-grade operations without ceding equity or branding control to a wirehouse.
General information
Firm type
Bank / Wealth / Trust
Year founded
2016
AUM
$25B+ (per firm website)
Location
Region
North America
Country
United States
City
Johns Island
Corporate office
Fort Lauderdale, FL, United States
Additional offices
Augusta, GA · Atlanta, GA · Coral Gables, FL · St. Augustine, FL · Tampa, FL · Sarasota, FL · Naples, FL · FL Keys, FL · West Palm Beach, FL · North Florida · Georgia · Texas · Carolinas
Principals
Jeremy Straub
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Coastal Wealth?
Individual advisors — including CFP® practitioners like Ari Tenenbaum and Eugene Rodriguez, and private wealth advisor Mari Delgado — retain full discretion over client portfolios within the firm’s planning frameworks. Coastal Wealth itself does not operate a centralized investment committee; its platform provides planning tools, product access, and compliance oversight while the advisor acts as the named fiduciary on each account.
How does Coastal Wealth source new client relationships?
The firm's primarily channel is advisor-driven organic growth, augmented by a built-in marketing and lead-generation engine. The firm supplies digital campaigns, branding assets, and practice-development coaching through its 7 Pillars system. Advisors also tap the network effects of 300+ professionals who share specialist verticals — life and P&C, for instance — to cross-serve clients without external referral agreements.
Is Coastal Wealth a single-family office or an independent RIA?
Neither. Coastal Wealth operates as a MassMutual general agency — a supported-independence firm where advisors own their businesses but access MassMutual’s insurance and annuity products alongside third-party planning and asset-management solutions. The firm supervises 300+ financial professionals under common compliance and operational infrastructure.
Does Coastal Wealth participate in fund commitments or direct private investments?
There is no public evidence that Coastal Wealth makes institutional fund commitments or direct private-market investments. The firm’s menu centers on financial planning, retirement planning, asset management via brokerage and advisory accounts, and insurance products (life, disability, long-term care, annuities). It does not market a proprietary fund-of-funds or private-investment vehicle.
Which regions does Coastal Wealth actually operate in?
The firm maintains multiple offices across Florida (Fort Lauderdale, Coral Gables, Tampa, Naples, Sarasota, the Keys, West Palm Beach, St. Augustine) and Georgia (Augusta, Atlanta), and publicly states coverage in Texas and the Carolinas. North Florida and Georgia operations report through VP Roger Dominey; the west coast of Florida through VP Patrick Thuecks; and Atlanta through VP Tom Hippler.
How is Coastal Wealth related to MassMutual?
Coastal Wealth is a MassMutual-affiliated general agency. MassMutual provides the underlying insurance and annuity product shelf, a Fortune 500 balance sheet, and national brand credibility, but the agency is independently managed by founder Jeremy Straub and his leadership team. Advisors are not MassMutual employees — they own their practices and operate under Coastal Wealth’s own compliance and operational framework.
What is the succession or ownership structure for Coastal Wealth advisors?
Because the supported-independence model grants advisors full practice ownership, each advisor controls their own succession plan. Coastal Wealth’s 7 Pillars framework includes a ‘Leadership and Legacy Building’ track designed to help advisors build second-generation leadership and transition their books over time, but the firm does not centrally acquire retiring advisors’ practices.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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