Wealth Management aims to produce the best possible investment returns consistent with the client’s level of risk tolerance while minimizing the tax impact on those returns.
Wealth Transfer intends to facilitate the most tax-efficient way to pass assets to succeeding generations, and to do so in a way that meets the client’s wishes.
Wealth Protection is geared toward protecting the client’s wealth against potential creditors, litigants, children’s spouses and potential ex-spouses, as well as protecting the client against catastrophic loss.
We are an Estate Planning and Wealth Management Firm. We offer legal guidance, financial advice, insurance solutions, tax strategies, and more. We take a thoughtful approach when designing estate plans and investment plans. Our mission is to provide first class service and trusted advice for select individuals, families, and businesses by developing a partnership that adds value to all aspects of our clients’ financial lives.
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.
We work closely to design a portfolio to maximize opportunities, based on unique priorities for risk and return.
