Adam Townsend


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Advisory services
    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    See Adam’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Adam

    *Fields are required

    Coastal Wealth - West Palm Beach

    Satellite Office

    250 S Australian Avenue, Ste 1200
    West Palm Beach, FL 33401

    CRN201912-180567