Building companies that scale leaders and long-term value.

Jeremy Straub is an operator and entrepreneur with a portfolio of companies spanning financial services, insurance, hospitality, and lifestyle. Each venture reflects his focus on disciplined growth, strong leadership, and long-term value creation.
Coastal Wealth
Coastal Wealth provides a platform where financial advisors become true business leaders and owners. With hundreds of advisors, and a vision to triple that number, Coastal helps professionals build businesses that are both scalable and sellable. Through structure, mentorship, and access to multiple revenue streams, Coastal Wealth sets the benchmark for supported independence in financial services.
Portfolio Companies
Ascension
Ascension is a P&C insurance aggregator that helps independent agencies scale, compete, and thrive in a rapidly changing marketplace. By delivering access to carriers, growth resources, and back-end support, Ascension empowers local agencies to strengthen their operations and achieve long-term growth.






