Gold Coast Wealth Management Employee Directory

Q: What is Gold Coast Wealth Management known for?

Gold Coast Wealth Management was founded in 2011. Gold Coast Wealth Management operates in the Financial Services industry.

Q: How many employees does Gold Coast Wealth Management have currently?

Gold Coast Wealth Management has approximately 5 employees.

Financial ServicesUnited States2-10 Employees

Gold Coast Wealth Management is a privately held investment management firm that was established in 2011 with offices based in New York, New Jersey, and Kentucky. Our firm is built on the pillars of trust, professionalism, partnership, and performance. We are dedicated to attracting like-minded clients who appreciate collaboration and the exchange of ideas. Specializing in personalized financial services, Gold Coast serves high-net-worth individuals, families, and businesses. Our array of services is designed to assist clients in wealth management, goal achievement, and asset preservation for future generations. These services include investment management, financial planning, retirement planning, estate planning, tax planning, risk management, and other specialized financial services. By closely engaging with our clients to grasp their individual financial circumstances, objectives, and risk tolerance levels, we develop tailored wealth management strategies. Our overarching objective is to enhance our clients' financial well-being and support them in the growth and safeguarding of their wealth over the long run.

Find Gold Coast Wealth Management employees' phone numbers or email addresses

Gold Coast Wealth Management Global Highlights

North America
7

United States Of America
7

Gold Coast Wealth Management's Leadership

B. O.
Managing Partner
Mobile Phone
Email
B. K.
Partner & Wealth Manager
Mobile Phone
Email
J. S.
Wealth Advisor / Founding Partner
Mobile Phone
Email
D. C.
Executive Director
Mobile Phone
Email
L. K.
Investment Associate
Mobile Phone
Email

Contact profiles from Gold Coast Wealth Management

Name

Title

Contact Info

Location

Last Update

B. O.
Managing Partner
Mobile Phone
Email
United StatesNew York
Oct 17, 2025
B. K.
Partner & Wealth Manager
Mobile Phone
Email
United StatesNew Jersey
Sep 11, 2025
J. S.
Wealth Advisor / Founding Partner
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
D. C.
Executive Director
Mobile Phone
Email
Oct 17, 2024
L. K.
Investment Associate
Mobile Phone
Email
United StatesNew York
Sep 11, 2025

Frequently Asked Questions

What is Gold Coast Wealth Management known for?

Gold Coast Wealth Management was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 4 World Trade Center, 49th Floor New York, New York 10007, US. Explore Gold Coast Wealth Management's company overview page for more information.

What is Gold Coast Wealth Management's most common email format?

Gold Coast Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Gold Coast Wealth Management email formats with LeadIQ.

How many employees does Gold Coast Wealth Management have currently?

Gold Coast Wealth Management has approximately 5 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Gold Coast Wealth Management's key employees and leadership?

As of October 2025, Gold Coast Wealth Management's key employees include:

Managing Partner: B. O.
Partner & Wealth Manager: B. K.
Wealth Advisor / Founding Partner: J. S.
Executive Director: D. C.
Investment Associate: L. K.

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