Our Team

Gold Coast Wealth Management - Preservation with Performance

The Gold Coast Story

Gold Coast Wealth Management was founded in 2011 by Brendan O’Brien after more than a decade running institutional trading and portfolio strategies at some of the country’s largest firms. Frustrated by the inherent conflicts on Wall Street, Brendan launched an independent RIA so he could put clients’ interests first — always. In 2017, Brian Klatsky joined the firm, bringing complementary trading and wealth-management expertise that rounded out a true partnership.

From day one we chose the fee-only, fiduciary model for a simple reason: we never want to earn a dollar unless our clients benefit first. We invest our own money alongside yours — in the very same strategies and managers — because alignment isn’t a slogan here; it’s how we live.

Today we manage over 1/3 of a billion dollars for select families, professional athletes, and business owners from three conveniently located offices: Red Bank, New Jersey; Jericho, Long Island, New York; and Lexington, Kentucky. The entire team works as one unit, obsessed with delivering institutional-caliber advice in a personal, conflict-free environment.

Above all, we remain 100% advisor-owned and fiercely protective of our fiduciary duty. That independence is the foundation of every relationship we build — and the reason clients stay with us for decades.

Brendan O’Brien | Gold Coast Wealth Managment

Brendan O’Brien, Managing Partner

“Gold Coast was founded over fifteen years ago with a simple mission: to give high-net-worth families, individuals, and institutions the opportunity to work with a fee-only, privately owned Registered Investment Advisory firm built on trust, transparency, and disciplined decision-making. Our firm was designed from the start to deliver clear pricing, an open and repeatable investment process, consistent communication, and an unwavering commitment to unbiased portfolio construction when stewarding our clients’ hard-earned capital.

While much has evolved over the past fifteen years, our principles have not. Today, we pair those foundational values with modern infrastructure through our custodial partnership with Charles Schwab—providing our clients with advanced technology, enhanced reporting, and a platform that supports the depth of research and trading capabilities our investment team requires.”

Brian Klatsky | Gold Coast Wealth Managment

Brian Klatsky, Partner

“At Gold Coast Wealth Management, we firmly believe that the future of exceptional wealth management lies at the intersection of cutting-edge artificial intelligence and seasoned human expertise. Advanced AI research and tools allow us to process vast amounts of market data, identify subtle patterns, enhance risk modeling, and execute sophisticated portfolio optimization at a speed and scale that was previously unimaginable. This gives our clients a powerful, data-driven edge in an increasingly complex financial landscape.

Yet we also know that markets are ultimately driven by human behavior, emotions, geopolitics, and unforeseen events—areas where experience, judgment, and empathy remain irreplaceable. That’s why we’ve built a true hybrid model: AI augments and accelerates our decision-making, but every recommendation, every strategy, and every client relationship is guided by our team, who bring decades of real-world insight and unwavering fiduciary responsibility.

The combination of rigorous AI-driven analysis and thoughtful human oversight doesn’t just make us more efficient; it makes us better stewards of our clients’ financial futures. At Gold Coast, we’re not replacing human intelligence with artificial intelligence; we’re multiplying it; delivering smarter, faster, and more personalized wealth management for the families and institutions we’re privileged to serve.”