Plan for your future. Plan for the unknown. Personalized investment and retirement plans. Wealth protection and effective wealth transfer.
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Investment allocation, portfolio construction, asset management, account aggregation.
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Risk management, legal strategies, insurance solutions, tax protection.
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Tax reduction, tax deferral, and tax elimination strategies.
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Alternative, non-correlated, and non-traded investment opportunities.
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Gold Coast Financial Group is a comprehensive wealth management firm consisting of Financial Advisors, an Estate Planning Attorney, an Insurance specialist, and a Certified Public Accountant to thoroughly serve our clients with all aspects of their fiscal well-being.
Wealth Management takes a comprehensive approach to meeting client needs by using a highly consultative approach to construct integrated, personalized solutions. The key components include Wealth Enhancement, Wealth Transfer, and Wealth Protection.
In our ongoing pursuit of excellence, our company consists of a team of specialists to better serve and add value to our clients’ lives.
The smartest minds and brightest people hired to manage 100 million dollar+ family offices and billion dollar college endowments often design portfolios with direct real estate, private debt, and equity, and professionally managed market strategies. We construct our client portfolios in a similar fashion. Our goal is to grow our clients’ net worth while mitigating overall risk and volatility. We do this by complementing the traditional stock and bond investments with alternative investment strategies.
When it comes to portfolio construction, we want to build a dream team allocation of best-in-class management strategies for Strategic investing, Tactical investing, and Hedging, using all of the major asset classes. We want to reduce the daily market volatility with non-correlated, non-traded alternative investment opportunities. We want our valued clients to be happy with their performance, and more importantly to sleep well at night. The objective of our endowment style portfolio design is to create an “all weather” portfolio that can navigate all of the different environments of the various markets.
We are committed to enriching the lives of our valued clients by delivering exceptional service. We make every effort to keep current on the latest trends and challenge conventional wisdom with healthy skepticism. We are in business for our clients, with relationships built on trust. We are one firm, with extensive access, committed to delivering a full range of investment opportunities, knowledge, and unique solutions to meet our clients’ needs. Our clients come first.
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