At Gold Coast Wealth Management, our goal is to provide transparency, partnership,and performance while acting as our clients’ Chief Investment Officer. Independent, discreet, and privately held the investment advice Gold Coast provides is impartial and objective as we look to both enhance the quality of our clients’ lives while meeting their unique and personal goals.
We're Here for You
With a focus on preservation and performance, along with establishing true partnerships with our clients , it’s simple… We help you increase efficiency and optimize the productivity of your assets.
We listen. Understanding the comprehensive needs of each client is the starting point. Once we know our clients’ objectives and their needs we can begin the investment process.
Access to Managers
Using our extensive industry contacts and relationships we work tirelessly to find and gain access to what we believe are high quality investment managers and invaluable pieces of an investment portfolio.
A diversified portfolio that invests across multiple asset classes and multiple geographies acts as a natural hedge in difficult times but also allows for participation in global growth during normalized periods of expansion.
Our network of friends and partners will sometimes produce unique investment opportunities that, after careful and detailed due diligence, will be offered to clients of Gold Coast.
Alternative Asset Classes
Gold Coast sources, diligences, and evaluates alternative investments including hedge funds, direct investments, real estate, and private equity.