About Coastal Wealth

We have many offices across Florida, with diverse teams and more than 200 financial professionals and support staff, licensed in all 50 states, we serve more than 100,000 households in our community. We work together to offer a superior client service experience focused on providing tailored, objective financial strategies to help you reach your financial goals.

We are pleased to have earned a reputation of working one-on-one with our clients to provide holistic, comprehensive financial services. Our goal is to help people and businesses experience their personal best in terms of overall financial health. Rest secure in knowing we have a strong infrastructure that is dedicated to making our clients the number one priority.

Please take some time to explore this site and learn more about our services, our associates, and our involvement in the community. While visiting, please take advantage of our free educational resources and tools to help you navigate the sometimes confusing world of planning for your financial future.


Contact A Financial Advisor

When it comes to planning for your family’s future, one of your best resources is an experienced financial planner. Advisors like Mateo Garcia have been helping families realize their dreams for years. We recommend contacting an experienced advisor like Mateo Garcia before planning any next steps.