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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Newsletters

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics.

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Strength and Stability

It’s times like these that set us apart. Keeping our promises

Learning Center

A library of tools to educate you on a wide variety of financial topics.

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Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Newsletters

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

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