Coastal Wealth, a premier financial solutions firm in Florida, is dedicated to helping retiring advisors transition with care and confidence. Backed by nearly two decades of industry experience, Coastal specializes in comprehensive wealth planning with a focus on personalized service and seamless succession. If you’re looking for a trusted successor or planning to scale back, Coastal provides the tools and expertise to ensure a smooth transition while honoring your legacy.
Discover how Coastal Wealth helps advisors protect their legacy and clients during the next chapter of their journey.
Founded in 2007, Coastal Wealth has quickly grown into one of Florida’s leading financial services firms. With offices across the state, including in Fort Lauderdale, West Palm Beach, and Miami, Coastal offers tailored financial planning for affluent individuals, business owners, and executives.
Their offerings range from investment strategies and tax planning to estate management and business succession. By integrating resources from MassMutual, Coastal combines institutional support with a personal touch. The firm has earned a national reputation for its high-touch approach and remains dedicated to helping clients live better lives.
Coastal Wealth’s leadership team blends deep industry expertise with visionary entrepreneurship. Key leaders include:
Founder & CEO
With over 20 years of experience, Jeremy drives the firm’s strategic vision and culture.
Executive VP (North Region)
Roger oversees Coastal’s operations in North Florida and focuses on client service and advisor development.
Founder, CEOaVP & Head of Coastal Consulting & CIO
Roy leads the consulting division and specializes in advanced financial planning and advisor mentorship.
Partner
A key partner who spearheaded Coastal’s expansion into new markets and partnerships.
Coastal Wealth is ideal for advisors who value client-centric, ethical service. They specialize in:
With a strong focus on integrity and transparency, Coastal Wealth ensures that retiring advisors’ legacies are preserved through comprehensive, client-first service.
Transitioning to Coastal Wealth is designed to be a seamless experience, with personalized support throughout the process. Advisors retain their autonomy while gaining access to the resources and systems of a larger organization. Coastal’s culture emphasizes collaboration, with hands-on mentorship and dedicated client service. Sellers often find peace of mind knowing their clients are in good hands, and many stay involved post-transition to ensure continuity.
Advantage Wealth Advisors doesn’t just earn client trust. They also keep it through the transition and beyond. Here’s what clients have said after working with their team:
“I liked Shad right away — he’s local, approachable, and someone my clients can actually meet. BlueCrest says all the right things, and frankly, they do financial planning better than I ever did.”
Bob H.
Coastal Wealth is the trusted choice for advisors nearing retirement. The firm’s commitment to integrity and client-first service ensures that retiring advisors can step back knowing their clients’ needs will continue to be met. With Coastal’s financial strength and robust platform, sunsetters gain confidence in their succession plans, which ensures a smooth transition for both them and their clients.
Coastal Wealth has a strong presence across Florida, including in Fort Lauderdale, Miami, West Palm Beach, and beyond, positioning the firm as a key player in the Southeast U.S. financial market.
CERTIFIED EXIT PLANNING ADVISOR
Evaluate your practice based on AUM, revenue, and overhead. Get insights & strategies for buyer expectations to boost value.
Understand your valuation in today’s market. Develop a clear strategy to optimize your practice and enhance valuation before selling.
Clean up your financials, improve client retention, and reduce inefficiences to increase the value of your practice.
Meet with 2-3 buyers we’ve sourced & hand-selected based on your preferences to determine the best fit.
We will lead you through the negotiation process to put together the best deal structure and ensure a smooth transiton.
Once the deal is signed, the real work begins. We help you navigate the handoff process to maximize client retention.
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