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GCFG Wealth

Endowment Approach

Using the endowment approach for portfolio design to minimize volatility and navigate the investable markets

Gold Coast Financial Group & Gold Coast Wealth Advisors

Scott S. Brooks, Chief Investment Officer
Julie B. Mains, Managing Partner

2753 Camino Capistrano, B-1 | San Clemente CA 92672
Phone: 949.545.6500 | Fax: 949.545-6503
Email: SBrooks@GCFGinc.com
www.GoldCoastFinancialGroup.com or www.GCFGinc.com

Securities offered through Newbridge Securities Corporation, Member FINRA & SIPC and Investment Advisory services offered through Newbridge Financial Services Group Inc., an SEC Registered Investment Adviser. Office of Supervisory Jurisdiction: 1200 N. Federal Hwy, Ste 400, Boca Raton FL 33432 | P: 954.334.3450 | T: 877.447.9625 | F: 954.489.2390.

We are a hybrid broker and fee based operation with the ability to utilize the most cost effective platform for our valued clients. We are registered as Financial Advisors with Newbridge Securities Corporation, our Broker Dealer. We are Investment Advisor Representatives (IAR), with Investment Advisory services offered through Newbridge Financial Services Group Inc., the Registered Investment Adviser (RIA) division of Newbridge Securities Corporation. As a partner (of Newbridge) Claraphi is often used for our institutional access, fee-based platform for professionally managed models and strategies. We act as investment solicitors of Claraphi. Claraphi Advisory Network, LLC. 25401 Cabot Road, Suite 214, Laguna Hills CA 92653. P: 949-215-0025. Claraphi Advisory Network, LLC is an SEC Registered Investment Adviser. We are also Portfolio Managers. We manage a variety of models available to our clients and other advisers associated with Claraphi.

Please check our backgrounds: FINRA Brokercheck

Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use.

This website should not be deemed as an offer or solicitation in states where the investment advisor representative is not registered to provide services. Specific recommendations can only be based on a review of client’s individual investment objectives and a client reviewing the corresponding offering documents. Prior performance is no guarantee of future results. Please consult a tax or legal professional for tax or legal advice.

Axos Clearing is a Member of SIPC, which protects securities of its members up to $500,000 (including $250,000 for claims of cash). Explanatory brochure available upon request or at www.sipc.org.

Axos Clearing’s policy through Lloyd’s of London provides additional account coverage up to $24.5 million (including up to $1,150,000 in cash) per client as defined by SIPC rules. With both SIPC and Lloyd’s of London coverage, accounts are protected up to a total of $25 million per client (as defined by SIPC rules) including up to $1,150,000 for cash balances, with an aggregate limit of $100 million.

This coverage does not protect against loss of market value of securities.

For more information, please visit www.sipc.org or www.lloyds.com

While the Scott Brooks is registered as an investment advisor representative with Newbridge Financial Services Group, as a DBA, Gold Coast Financial Group is not affiliated with Newbridge Securities Corporation or Newbridge Financial Services Group. Gold Coast Financial Group, Newbridge Securities Corporation, Newbridge Financial Service Group are not affiliated with any other entities listed on this site.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Scott Brooks, Gold Coast Financial Group, Newbridge Securities Corp, Newbridge Financial Services Group, Inc. and their affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We do not know, and have no reason to believe, that any linked site contains false or misleading information. We make no representation as to the accuracy of information provided by these websites, as this information could change daily. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume responsibility and risk for your use of the websites.

Copyright Scott S. Brooks, Gold Coast Financial Group. All rights reserved.

Gold Coast Wealth Advisors