Our Firm

Coastal Wealth is a  financial planning , wealth management firm that  has  a relationship with a Fortune 100 company through MassMutual with over 160 years history in helping people protect the ones they love. 

Living mutual has always been at the core of human existence, and it's guided MassMutual since its founding in 1851. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term.