Gold Coast Financial Group is a comprehensive wealth management and estate planning firm based in San Clemente, California, serving South Orange County with a holistic approach to financial well-being. The firm stands out by integrating a team of specialists—including financial advisors, an estate planning attorney, an insurance expert, and a certified public accountant—to deliver personalized, all-encompassing financial and legal solutions.
Adopting an endowment-style portfolio design typically reserved for high-net-worth family offices and institutions, the firm constructs integrated, personalized strategies aimed at wealth enhancement, transfer, and protection. Their consultative approach focuses on reducing market volatility through non-correlated alternative investments, tax mitigation, and risk management, catering to individuals, families, and business owners seeking to grow and safeguard their net worth.
Services Offered
- Estate Planning
- Wills and Trusts
- Health Care Directives
- Employment Law
- Real Estate Law
- Contract Services
- Wealth Management
- Investment Portfolio Design
- Retirement Planning
- Asset Management
- Annuities
- Life Insurance
- Long-Term Care Insurance
- Tax Reduction Strategies
- Tax Deferral Strategies
- 1031 Exchanges
- DSTs (Delaware Statutory Trusts)
- Conservation Easements
- IDC Write-Offs
- REIT Income Strategies
- Roth Conversion Strategies
- Alternative Investments
- Direct Investments
- Non-Correlated Investments
- Account Aggregation Platform Management
- Legal Strategies
- Small Business Services
- Deferred Sales Trust Services
Gold Coast Financial Group primarily serves clients in South Orange County and utilizes an innovative, team-based model to provide what they term “a family office for every family,” emphasizing accessibility to sophisticated strategies traditionally available only to large endowments and ultra-high-net-worth individuals.
