Joseph P. Welsh

    Focus: Insurance Strategies, Investment Strategies, Financial Education, Business Owners, Risk Management Strategies, Estate Planning, Business Succession Planning, Retirement Income Planning, Student Loan Refinancing, Group Benefits, Retirement Strategies

    Languages: English

    I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.


    UMASS Lowell (2008-2011)



    Affiliations & Memberships

    Rotary International
    Toast Masters

    Community Involvement

    Junior Achievement

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    Coastal Wealth - Fort Myers

    Satellite Office

    9530 Marketplace Road, Ste 108
    Fort Myers, FL 33912