Broker Check

Family Resources at Gulf Coast Wealth Management*

Gulf Coast Wealth Management

Investment Management
Wealth Planning
Risk Management
Financial Planning
  • Common & Preferred Stocks, Mutual Funds
  • Taxable and Tax-exempt Fixed Income
  • Strategic Asset Management
  • Discretionary / Non-discretionary Asset Management
  • Non-correlated Assets: Hedge Funds / REITS
  • Private Placement
  • Currency Management
  • Wealth Presentation & Wealth Transfer
  • Estate and Succession Planning
  • Charitable and Philanthropic Giving Strategies
  • Trust Planning
  • Highly Concentrated Stock and Asset Positions
  • Interest Rate Risk Management
  • Hedging and Monetization Strategies
  • Life Insurance: Whole Life, Variable, Universal Term & Survivorship Insurance
  • Annuities: Fixed and Variable
  • Life Insurance Trusts
  • Long-Term Care Insurance
  • Disability Insurance
  • Comprehensive Financial Planning
  • Net Worth and Asset Allocation Analyses
  • Retirement Planning:  IRAs, Qualified Plans, Company Plans and  Rollovers
  • Education Planning: Education Saving Accounts,529 College Savings Plans, Custodial Accounts

Securities and Insurance Products offered through LPL Financial and it’s affiliates, Member FINRA/SIPC. Not FDIC insured. Not insured by any federal government agency. Not guaranteed by Gulf Coast Bank & Trust Co. Not a deposit. Subject to investment risks, including possible loss of the principal invested. LPL Financial is not affiliated with Gulf Coast Bank & Trust.

Gulf Coast Bank & Trust

Mortgages & Lending
Business Services
Cash Management
Trust Services
  • Personal and Commercial Lending
  • Traditional and Interest-Only Mortgages
  • Securities Based Loans
  • Construction Loans
  • Lines of Credit (Potential Tax Advantages)
  • Specialized Lending: Aircraft, Boat, Commercial Real Estate
  • Commercial Checking with Account Analysis
  • Business Lending, Lines of Credit
  • Retirement Plans:  401(k), Profit Sharing, Pension, SEP
  • Deferred Compensation Plans
  • Merchant Card Services
  • Credit Card Processing
  • Demand Deposit Account
  • Daily Sweep of Cash
  • Automatic Funds Transfers
  • Online Account Management
  • Electronic Bill Pay
  • Lending, Lines of Credit
  • Personal and Corporate Trustee
  • Custodial Services
  • Agency Services (for trustees, executors and other fiduciaries)
  • Safekeeping Services
  • 1031 Exchange
  • Private Foundations
  • Healthcare Savings Accounts

Member FDIC