What Makes The Gold Coast Group Unique?
 Trust
We have more than 40 years* of combined wealth management & investment experience.
 A Deep Passion for Helping People
A male-female team helps us clearly understand the importance of family dynamics and
finding financial solutions to your specific life challenges.
 Values Based Discovery Process
We will have a deeper understanding of what is important to you.
 Building and Preserving Wealth
Investing founded on the importance of managing risk to avoid common and costly
financial mistakes.
 High Touch, High Service Approach
Client care focuses on proactive, ongoing communication with high standards of
accessibility and responsiveness.
 World-Class Solutions in a Boutique Setting
Leveraging the capabilities of a leading global firm on a personalized level.
 Holistic Wealth Management
As Certified Financial Planners™, we build a wealth strategy carefully structured to
navigate today’s markets and tomorrow’s uncertainties.
 Communication
Our ability to reduce complex topics into understandable concepts makes it easy for you
to understand the details of our recommendations.
*As of December 31, 2015, Cindy has over 25 years of experience in the industry and Doug has over 15 years of experience.
What Makes The Gold Coast Group Unique?
Our Commitment
Our goal is simple – To provide objective, high quality wealth management advice and services
to help empower you with a level of confidence, so you may pursue your passions and enjoy the
wealth you’ve created. We accomplish this by developing long-term relationships with you and
your family, and by continually aligning your goals and values with your personal financial plan.
 Trust
Clients trust us to preserve their wealth and avoid common and costly financial mistakes.
An approach to investing founded on the philosophy that managing risk is important. We
have more than 40 years of combined wealth management & investment experience.
 A Deep Passion for Helping People
Clients know we understand the importance of family dynamics and appreciate our
passion for finding financial solutions to their specific life challenges. Our male-female
advisory team helps us clearly understand what is important to you.
 High Touch, High Service Approach
An approach that has become the trademark of our practice. Our client care focuses on
proactive, ongoing communication and having high standards of accessibility and
responsiveness.
 World-Class Solutions in a Boutique Setting
Leveraging the capabilities of a leading global firm on a personalized level. You will
benefit from our specialized research, institutional investment managers, sophisticated
lending and cash management solutions.
 Holistic Wealth Management
As two Certified Financial Planners™, we build a wealth strategy carefully structured to
navigate today’s markets and tomorrow’s uncertainties. We help you prepare for and
think about beneficiaries, wills, guardianship for children, health proxy, business
succession and estate planning.
 Communication
Our clients enjoy our ability to reduce complex topics into understandable concepts. We
make it easy for you to fully understand the details of our recommendations.