Who We Serve
Gold Coast Capital Management provides investment
management for physicians and healthcare professionals,
corporate professionals and executives, business owners,
retirees and pre-retirees, and high-net-worth individuals
and families.
Whether you are building wealth, preparing for retirement or
navigating an inheritance, business sale or other major life change,
we help bring your investments into one strategy built around
your goals, risk tolerance and when you need your money.
Clients We Work With
Physicians & Healthcare
Professionals
Patient care can leave little time to oversee your investments. We help coordinate workplace retirement plans and personal investments as you build wealth, change hospitals or practices, or prepare to work less.
Corporate Professionals &
Executives
Salary, company stock and equity awards can tie your financial future to one employer. We help coordinate your portfolio, manage concentration risk and prepare for career changes or retirement.
Business Owners &
Entrepreneurs
Your business may be your largest asset. We help build and manage personal investments outside the company, plan for liquidity needs and invest proceeds from a business sale.
Retirees & Pre-Retirees
Retirement changes what you need from your portfolio. We help align investments, cash reserves and withdrawals with your spending needs, balancing long-term growth with the risk you are comfortable taking.
High-Net-Worth Individuals & Families
As your wealth grows, you may have more accounts to manage and more family priorities to plan for. We coordinate investment management around diversification, tax considerations, liquidity and the financial priorities you want your wealth to support.
Not Sure Where You Fit?
You do not need to fit a particular category before speaking with us.
Looking for an advisor?
Start with a complimentary portfolio review to discuss your
current investments, goals, portfolio risk, diversification,
costs and the questions you want answered.
Already have an advisor?
Your complimentary portfolio review can provide an
independent second opinion on your current strategy —
with no obligation to make a change.
- (847) 899-7986
- info@goldcoastcapm.com
- Serving Chicago & Clients Nationwide
- Direct advisor
relationship - No obligation
to become a client - Independent
fiduciary advice