Gold Coast Wealth Advisors is a private wealth advisory practice whose approach is customized to our clients. We are anchored in understanding who our client is, what their financial need is and what their expectation is in achieving it. We then work together with them to help them stay focused on achieving their long-term financial goals while, consistently delivering an outstanding client experience because we treat our clients like family.

Here at Gold Coast our belief is that the core principles of gaining financial security can be filtered down to a simple proposition: “Knowing where you are (financially), where you are heading, and, whether you are on track to meet your important financial goals”.

The key service component of the Gold Coast Team is to function as the “human equivalent of a GPS” and help you chart your financial plan and assist you in navigating effectively, efficiently and successfully toward your goals.

Our Core Values:

Family, Friendship, Trustworthiness, Transparency, Reliability, Loyalty & Organization

Our advisors

Advisor photo for Ivy Peterson

Ivy Peterson

CRPC

Private Wealth Advisor

President of Gold Coast Wealth Advisors
Learn more about Ivy Peterson Visit Ivy Peterson's website
Advisor photo for Kathleen Bresnan

Kathleen Bresnan

CFP®, CRPC

Private Wealth Advisor

Learn more about Kathleen Bresnan Visit Kathleen Bresnan's website
Advisor photo for Michael DeSalvo

Michael DeSalvo

CRPC

Financial Advisor

Learn more about Michael DeSalvo Visit Michael DeSalvo's website


Our team

Mark E. Peterson, CFP®, ChFC®

Mark E. Peterson, CFP®, ChFC®

Practice Manager

Rebecca O'Brien

Rebecca O'Brien

Client Concierge