ABOUT US

Your team deserves to be well taken care of, and we know that you agree. We’re here to help you do that, with the best Health Insurance Benefits for your specific needs. It’s important to have a trusted guide by your side to help you understand and manage the wide range of risks and exposures associated with Insurance Benefits.

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WE'LL HELP YOU NAVIGATE

Coastal Wealth was born in Sunny South Florida, with a mission to reimagine Wealth Management and Insurance. By shifting the focus from sales to true service and integrity, Coastal Wealth has pioneered a new wave of Insurance and Wealth Management services for the East Coast and beyond.

Consider our agents your compass for this journey, and you’re the captain of the ship. If you’re ready to navigate your opportunities  we’re ready to take this journey with you.

OUR MISSION & COMMITMENT

We’re committed to being your guide and removing the weights that Insurance details and decisions can create. We offer Group Benefit Solutions that are exactly what you need. 

Our mission and commitment is to provide our partners with additional revenue-generating opportunities, through the offering of group employee benefits to new and existing clients.  We also provide our clients with a single source solution to their benefits, compliance, and human resource needs. We’re committed to being your guide and removing the weights that Insurance details and decisions can create. 

Coastal Wealth was founded on the principals of strong leadership, community involvement and a commitment to excellence. Our divisions within Coastal Wealth are all pillars towards those principals. Coastal Wealth Benefits was created to focus on the client’s experience of learning about, and enrolling in, group benefits for their teams. Our agents are trained and ready to help you on this journey.

GROUP BENEFITS
BENEFITS EDUCATION
EXEC COMP & BENEFITS
HR SOLUTIONS

MEET THE MANAGEMENT

Our team is made up of highly trained insurance experts committed to providing quality service and compassion for all of our clients.

Kyle Russey

President

Kyle Russey has extensive experience as an executive and owner of several highly successful insurance firms.  Kyle enjoys working with his team to create strategies that give his clients an advantage over their competitors.  With group clients in almost every state and nearly every industry, Kyle’s experience will ensure that you receive the best service and solutions available.

You can connect with Kyle Russey or another member of our team now, by filling out the simple form below. Someone from the team will get right back to you!

CONNECT WITH AN AGENT