Coastal Wealth Management Group, an office of MetLife
Coastal Wealth Management Group

an Office of MetLife

Our vision is clear:

To be recognized as one of the largest family-oriented, highly profitable, financial services leader throughout Southwest Florida. 

Our mission:

Building upon our rich history of strength, security, stability and a commitment to excellence; we facilitate financial freedom for professionals, families, businesses and individuals by delivering on our promises of providing innovative financial solutions. 

Our team of Financial Services Representatives are a trusted resource in our community.
 

For a complimentary financial review contact: our office.

Coastal Wealth Management Group, an Office of MetLife, is a comprehensive financial services firm dedicated to helping people improve their long-term financial success. CWMG offers a full line of protection products including life insurance, disability income insurance, and auto and home insurance.

CWMG focuses on all financial strategies including college funding, retirement planning, estate planning, wealth management, investments, and small business planning services.
We now have two convenient locations to serve you better, Sarasota and Fort Myers, Florida!

We continue to offer great financial solutions to your specific needs. Make an appointment today with one of our Financial Services Representatives to review your current financial needs, as well as, career opportunities with our growing firm.

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

 

We have representatives in this office licensed and registered to offer products and services in [FL]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Income Annuities Guide

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Life Expectancy Calculator

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Retirement Toolbox

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Calculators

Roth IRA Conversion

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Tax-Deferred Savings

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Newsletters

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

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