Planning for Tomorrow Starts Today

Our Story

In March 2015, Jeremy Straub began Coastal Wealth as a dream to help make a difference to his clients. As Founder and CEO, Straub envisioned a company in order to help ensure his clients would make educated financial decisions today to help potentially avoid catastrophic ones in the future. He had a long-term strategy built on diversification with an open architecture allowing financial professionals to have the independence of a boutique firm while affiliating with a large, dynamic and technologically advanced organization. Straub’s vision was to build the most innovative, collaborative and trusted financial solutions firm in the nation…