Gold Coast Financial Group is a highly-specialized, full service financial firm, providing estate planning, asset management, and insurance protection solutions. Our comprehensive wealth management structure is designed to manage all aspects of your fiscal being.
We implement a process to better understand clients’ challenges, needs, goals, and dreams, using an extensive consultative approach to construct integrated, personalized solutions.
We aspire to provide a higher level of service and a deeper level of commitment, working with a limited number of successful families in an effort to have a substantial positive impact. Our company has the privilege of servicing the affluent Gold Coast communities of Orange County, California, in addition to many other communities throughout the United States.
Our team of specialists brings a variety of backgrounds, experience, skillsets, and perspectives, collaborating in an effort to secure our clients’ financial future, allowing them to enjoy the more important and fulfilling interests in their lives. Understanding that no one can be an expert in everything, we utilize an advisor council and maintain an expert network to further strengthen our combined efforts in operating as our clients’ chief financial officer.
At Gold Coast Financial Group, our job is to Plan for your future, Grow your net worth, and Protect your family business and assets. We fulfill your total wealth management and fiscal well-being with investment design by Gold Coast Wealth Management, estate planning directives for your family and business assets with Mains Law Office, insurance protection through GCFG Insurance Solutions.