Gold Coast Wealth Management
1 Jericho Plaza, Jericho, New York, United States
About the Gold Coast Wealth Management
Gold Coast Wealth Management is a finance institution located at 1 Jericho Plaza in Jericho, New York, United States. With over 40 years of combined market experience, our team offers sound and stable advice to help clients navigate their short term and long term financial goals. Our primary focus is on preserving capital and minimizing draw downs during volatile market conditions.
We work with best of breed portfolio managers to deliver market outperformance and strive to provide transparency and partnership to our clients. As an independent and privately held firm, we aim to avoid conflicts of interest and act as our clients' Chief Investment Officer with impartial and objective advice.
Gold Coast collaborates with a vetted list of service providers, including tax advisors and trust and estate lawyers, to develop customized investment strategies that balance risk and return. Our firm was founded in 2011 with the support of New York-based families who value professionalism, partnership, and performance. We seek clients who share these values and believe in open communication and collaboration.
Our goal is to enhance the quality of our clients' lives while helping them achieve their unique financial goals. At Gold Coast Wealth Management, our doors and ears are always open to our investment partners as we work together towards success.
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