Coastal Wealth Email Format
Financial ServicesFlorida, United States201-500 Employees
Coastal Wealth is a financial services firm based in Fort Lauderdale, Florida. The company collaborates with clients to identify their goals and support informed decisions aimed at financial readiness for future life stages. It serves individuals seeking to protect retirement income and business owners looking to safeguard growth, aligning guidance with long-term objectives. The firm has been described as a member of the MassMutual Financial Group, reflecting its ties to a broader financial services network. The company operates as a mid-sized firm and, in May 2026, appointed Michael Swinehart as Head of Wealth Management and Financial Planning.