GoalVest Advisory
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
33 W 60th St Fl 2, New York, New York, 1...Website
www.goalvestadvisory.comRevenue
<$5 MillionIndustry
About GoalVest Advisory
GoalVest Advisory is a boutique wealth management firm that specializes in providing tailored financial solutions for high-net-worth individuals with investable assets of $2 million or more. The company offers exclusive investment opportunities, including venture capital and structured notes, combined with personalized support to help clients achieve elevated financial success. Founded by Sevasti Balafas, the firm aims to deliver sophisticated investment strategies without the high barriers typically associated with traditional family offices. GoalVest Advisory focuses on empowering clients to feel confident and in control of their finances while navigating complex financial landscapes.Explore more
GoalVest Advisory Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2000
Daniel MoskowitzAt Chatham Wealth Management President & Chief Investment Officer
GoalVest Advisory Tech Stack
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GoalVest Advisory is a boutique wealth management firm that specializes in providing tailored financial solutions for high-net-worth individuals with investable assets of $2 million or more. The company offers exclusive investment opportunities, including venture capital and structured notes, combined with personalized support to help clients achie... Read More
