Investment Products

Providing comprehensive investment and financial planning advice is our specialty. We have the experience and tools to meet your personal savings, investing and financial planning objectives, needs, and goals.

Our independence enables us to offer a wide range of products and services. We utilize our invest solutions and platforms to design your portfolio, based on your investor profile.


  • NYSE listed stocks
  • NASDAQ Over the Counter
  • All other major exchanges


  • Municipal (Tax-Free)
  • Corporate

Other Products and Services

  • Certificates of deposit
  • Structured notes
  • Mutual Funds
  • Open-end Funds
  • Closed-end Funds
  • Exchange Traded Funds
  • Unit Investment Trusts
  • Real Estate Investment Trusts
  • Asset Management
  • Fee-based asset management**
  • Individually managed accounts
  • Third-party money managers
  • Independent manager search
  • Performance monitoring and reporting
  • Wrap-fee accounts**
  • Asset allocation
  • Alternative Investments
  • Options
  • Retirement Plans and Accounts
  • Cash Management
  • Daily sweep accounts
  • Money Market
  • Online account access
  • Insurance*
  • Fixed annuities*
  • Variable annuities*
  • Term life*
  • Variable life*
  • Universal life*
  • Whole life*
  • Disability*
  • Long-term care*

For more information, contact us today! 949-545-6500

Insurance Products are offered through GCFG Insurance.
**Fee based asset management offered through Newbridge Financial Services Group

Gold Coast Wealth Advisors