CREATING PURPOSE AND SIMPLICITY IN YOUR FINANCIAL LIFE

Home: Welcome

At East Beach Wealth Solutions, we are on a mission to help individuals and families give purpose to their hard-earned wealth. Our approach centers on educating, empowering and inspiring our clients to make informed decisions that help them accumulate, preserve and ultimately distribute their wealth efficiently over time.

Starting with your vision for the future, we build a detailed, personalized financial plan encompassing all aspects of your life, based on your values and objectives. This is the road map that guides and informs decision-making to help you pursue your financial and life goals.

Our goal is to help simplify the complexities of your financial life while aiming to make your path to and through retirement comfortable and secure - so you can spend less time worrying and more time enjoying the journey.

INDEPENDENT ADVICE

Holding ourselves to a fiduciary duty to always do what is in our clients' best interests

Home: Welcome

The financial services industry is complex and full of potential conflicts of interest - some are obvious, while others are more subtle and lesser known. With over two decades of experience working on the institutional and retail investment side, we are acutely aware of these conflicts and help our clients navigate them to make informed decisions based on transparent information, education and advice.

Holding ourselves to a fiduciary responsibility and taking a lifecycle approach to wealth management means that we will always provide advice which is in the best interest of our clients. Unlike many firms which provide financial advice, we do not have sales quotas to fulfill and are not peddling proprietary products. This allows us to provide independent advice in pursuit of our clients' dreams and goals.

OUR SERVICES

COMPREHENSIVE FINANCIAL PLANNING

SPECIALIZED INVESTMENT MANAGEMENT & INDEPENDENT ADVICE

NON-TRADITIONAL & ALTERNATIVE INVESTMENTS

FINANCIAL BEHAVIORAL COACHING

COMPREHENSIVE FINANCIAL PLANNING

We take the time to get to know our clients and all aspects of their personal, professional and financial lives, building lifelong relationships with our clients on their journey to and through retirement. Your personalized plan provides clarity around your financial situation and allows for optimal decision-making. The only constant in life is change, so having a dynamic financial plan that changes with you and guides you in your financial decisions is critical to pursuing your financial goals.