Goal Line Wealth Management

Welcome to Goal Line Wealth, your trusted partner in achieving financial security and realizing your financial goals. We are a team of experienced and passionate financial planners and investment managers dedicated to guiding individuals and families towards a prosperous future.

Our Mission

Our mission is to empower clients through comprehensive financial planning and personalized investment management. We take a holistic approach to wealth management, considering every aspect of your financial life - from financial planning and investment strategies to risk management and estate planning.

Who We Are

Our team is led by Curt DiGiacomo, a seasoned financial advisor with over 20 years of experience. Curt is a Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Certified Private Wealth Advisor (CPWA). He is dedicated to providing personalized financial guidance tailored to each client's unique needs and aspirations.

1. Comprehensive Financial Planning

• Setting financial goals and developing a customized roadmap to achieve them
• Financial analysis and risk assessment
• Budget and expense management
• Retirement planning and investment strategies
• Estate planning and insurance review
• Tax optimization strategies

2. Investment Management

• Goal-based portfolio construction and management
• Investment research and selection
• Regular portfolio review and rebalancing
• Performance reporting and communication

3. Client-Centric Approach

• Personalized attention and open communication
• Collaborative approach to financial decisions
• Transparent and clear reporting
• Ongoing support and guidance

4. Additional Services

• Certified Investment Management Analyst (CIMA) services for institutional clients
• Family Office services for high-net-worth families
• Divorce financial planning and settlement guidance

Why Work With Us?

At Goal Line Wealth, we are committed to:

• Trust: We uphold the highest ethical standards and confidentiality in all client interactions.
• Excellence: We stay abreast of industry advancements and utilize cutting-edge technology to provide optimal service.
• Care: We genuinely care about your financial well-being and success. We are invested in your financial success and work collaboratively with you every step of the way.