When was the last time your financial advisor, accountant and attorney got together and just focused on you?

The First Coast DIFFERENCE

Empowering

We bring clarity and order to your finances so you can live life on your terms.

Fiduciary

Our duty of loyalty is to you and no one else. Period.

CFP® Professional

Only 1 in 4 financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation.

Jeff Helms

Jeff Helms, Founder & CEO

When it comes to personal finance, successful families have a common set of goals that fit nicely under one or more of the following planning objectives:

  1. Help preserve what they have accumulated.
  2. Build their wealth through efficient investing and tax mitigation.
  3. Ensure that their accumulated wealth passes seamlessly and with as little tax as possible to their heirs.
  4. Safeguard their assets from the threats of litigation, poor planning, or government confiscation through tax policy.
  5. Use their wealth to make a meaningful difference in the lives of people or institutions that are important to them.

At First Coast Wealth Advisors, we  employ an elegant process to achieve these objectives. We’ll collaborate with your legal, tax, and other professionals to provide you with a coordinated plan where all of your needs are addressed. By serving as your personal CFO, we offer a refreshing and unique approach to providing financial peace to our family of clients. If your current financial advisor isn’t meeting with your tax and legal professionals to talk about you, maybe it’s time for a change.

Retirement Planning Services

A fiduciary financial advisor for individuals over age 50 planning for retirement.

Investment Advice

Looking for an investment plan to achieve your goals?

Retirement Planning

Will you run out of money before you run out of time?

Tax Planning

Are you paying too much in taxes?

Asset Protection

Are you protected from life’s circumstances?

Legacy Planning

Are you looking to leave an impression?

Are You Ready For Your Second Opinion?

Yes, I Want To Learn More

The Current Outlook for the Markets and the Economy

As you might imagine, we’ve had a few folks inquiring about the current state of the markets, the outlook for the rest of this year, and what 2023 might have in store. We’ve prepared this summary to give our readers a way to take stock of things and to provide some...

Are Roth Accounts a Good Idea?

When it comes to saving for retirement, there are two ways to do it. You can either make pre-tax contributions to a Traditional account or after-tax contributions to a Roth account. In this context, I am referring to using a 401k or similar employer-sponsored...

Address

400 N Ponce de Leon Blvd
St. Augustine, FL 32084

Telephone

(904) 824-4349

Email

[email protected]

Securities and Advisory Services offered through Geneos Wealth Management. Member FINRA / SIPC.
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