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Coastal Wealth | a MassMutual firm

Coastal Wealth | a MassMutual firm


About Us

Coastal Wealth is one of the largest insurance and wealth management firms in the Southeastern United States with 27 field offices in key markets throughout Florida and Georgia. Our panel of experienced advisors can offer a broad range of protective plans to guard against the loss of personal income and business revenue. Long-term Care programs. Short/Long Term Disability Insurance. Cash Value and Term Life products. Retirement strategies. Fixed & Variable Annuity products.

The firm’s team is comprised of over 450 advisors, managers, and support staff. The firm services over 200,000 clients with $10 Billion of assets under management. The firm’s headquarters is based in Ft. Lauderdale, FL.


  • Personal Life Insurance
  • Group Life Insurance
  • Long/Short Term Disability
  • Long Term Care
  • Cash Value Life Insurance


Our Firm
West Palm Beach Team
Neil E. Weiss - Managing Partner of the Palm Beaches
Jeremy Straub - Founder | CEO
Merger pic
Kristina Bergman – Investment Advisor Representative & Financial Planner
Charlie Parker – Financial Services Executive

Rep/Contact Info

Kristina Bergman
Investment Advisor Representative & Financial Planner
Oliver Buckmaster
Financial Services Rep
Charlie Parker LUTCF
Finanacial Services Executive
Thomas E. Walsh LUTCF
Financial Advisor

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