COMPREHENSIVE WEALTH MANAGEMENT.
TAILORED TO YOU.
OUR MISSION: SOPHISTICATED SOLUTIONS.
PERSONAL ADVICE.
GoalVest Advisory is a boutique wealth advisory firm offering a hands-on, tailored approach for clients with $2 million and more in investable assets.
“I founded GoalVest to offer the kind of exclusive investment opportunities and tailored services that were once only available to ultra-wealthy families. Our sophisticated investment process and access to unique offerings, combined with truly personalized support, gives clients access to a new kind of elevated wealth management—without the high barriers of traditional family offices.”
SEVASTI BALAFAS, CFA, CPWA® I CEO AND FOUNDER
CLIENT STORIES
We combine Tailored wealth management for High net worth individuals with institutional-caliber investment offerings all in one place.
SERVICES
WEALTH
MANAGEMENT
We help our clients feel confident and in control of their finances so they can focus on everything else that matters.
VENTURE CAPITAL
Investing in the next generation of blue-chip companies while seeking outsized returns.
STRUCTURED
NOTES
Seeking a more defined return outcome for clients in up, down or sideways markets.
AS SEEN IN
Our founder and CEO, Sevasti Balafas, is a guest commentator on CNBC and Bloomberg BusinessWeek. Click below to view.
INSIGHTS & Recent Press
