Coastal Wealth Management Group

an Office of MetLife

Welcome to our firm. We look forward to working with you.

Our vision is clear:  We are experienced Financial Advisors providing trusted advice.

With offices in Sarasota and Fort Myers, we are a team of holistic financial advisors dedicated to helping our clients understand and manage the risks associated with growing and protecting their wealth.  

We hope you find this site informative and useful. After exploring our site, we invite you to contact us at (941) 366-0687 to arrange for an introductory meeting to review your needs. There is no cost or obligation for an initial consultation.

We look forward to hearing from you.

Jon Lemole,
Managing Sales Director

For more information, please click below:

Our offices:

1819 Main St. 
Suite #1300 (Penthouse)
Sarasota, FL 34236
(941) 366-0687 (main)
9530 Marketplace Rd.
Suite #108
Fort Myers, FL 33912
(239) 896-1100