"Everything is possible as long as you have a passion and a plan."
- Jeff LaBelle
At Gulf Coast Wealth Advisors, we pledge to place our client’s interests and concerns first. From the moment a client enters our office, it is apparent that personalized customer service is our passion and commitment. Our use of evidence-based strategies, devotion to transparency, and ethical practices as outlined below are the reasons for our continued pursuit.
Gulf Coast Wealth Advisors is a financial team of highly experienced professionals. Jeff LaBelle, President and CEO, has 27+ years of experience in the financial industry. In addition, we consult with area professionals such as Certified Financial Planners (CFP), Certified Public Accountants (CPA) and Estate Planning Attorneys to help us stay abreast of changes which may impact our clients financial situation.
In the past, SNN, CNBC, The Wall Street Journal, and numerous trade publications in the financial services industry, among other media outlets, turned to us for well-researched opinions on the condition of the markets and of the industry in general. We strive to deliver our clients security of knowing their investments are in the hands of seasoned professionals.
Integrated Wealth Management Services
Gulf Coast Wealth Advisors utilizes a wealth of resources to offer a holistic, all-encompassing approach that goes well beyond providing investment advice. We take the time to fully understand our clients’ unique needs and combine comprehensive services to incorporate and address all facets of our clients’ financial lives. This includes tax planning, insurance analysis, estate planning, risk management, retirement funding, charitable giving, and beyond. It is our pleasure to assist clients in making informed decisions during life’s important events through our ability to translate financial research and facts into real world investment planning.
Independent, Professional Advice
Gulf Coast Wealth Management’s independent and objective approach builds trust in a client relationship and seeks to provide security in knowing the strategies employed are recommended objectively. We are independent and able to identify and offer strategies based on our clients’ needs and goals. There is tremendous value in knowing we will work objectively with integrity, and will always put our clients’ interests first.
Customized Portfolio Strategy Design
The Gulf Coast Wealth Advisors team of specialized consultants work hand-in-hand with clients to create custom portfolio planning strategies based on their individual needs, goals, and desires. Our financial strategies are client driven, not broker driven. At Gulf Coast Wealth Advisors, our team asks the right questions to identify client needs and creates an effective financial strategy that is logical and appropriate.
By working with an independent SEC registered advisory firm, we are able to create customized financial strategies across the open market. In order to consistently conserve capital and drive growth, the resulting strategy typically favors a high level of diversification, composed of meticulously screened financial products chosen because of how they may interact together, inside of an actively managed and balanced portfolio. We seek first and foremost to quantify risk and mitigate market volatility. Our goal is to deliver a return that is as stable as possible while reducing risk.
* There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Why Gulf Coast Wealth Advisors?
Focused risk managementInstitutional style portfolio managementClient tailored portfoliosTax sensitive management
Disciplined and objective management style