Chad Dufrene

Our Vision and Approach

Gulf Point Advisors is a forward-thinking wealth advisory firm driven by the desire to simplify the complexities of wealth management for our clients. We partner with individuals, families, and businesses to achieve their financial goals and pursue a life of purpose. We believe in building lasting relationships built on trust, transparency, and personalized attention. Our team of experienced professionals leverage diverse expertise to provide objective guidance, tailored solutions, and a customized client experience.

Who We Are

Our team comprises seasoned professionals with over 130 years of combined experience in private banking and asset management. We are driven by a deep understanding of our clients' unique needs and a commitment to delivering exceptional guidance every step of the way. Our collaborative approach fosters open communication, brainstorming, and the sharing of diverse perspectives to generate comprehensive solutions.

Our Services

Gulf Point Advisors offers a comprehensive range of services designed to meet the diverse needs of our clients. We leverage the resources of our partner, LPL Financial, to provide:

Customized Investment Strategies: Tailored portfolios designed to meet each client's risk tolerance, goals, and time horizon.

Family Wealth Preservation Planning: Strategies for preserving wealth through estate planning, trust services, and insurance.

Credit and Lending Advisory: Expertise in navigating complex financial instruments like private placements and structured products.

Life Transition Planning: Comprehensive guidance for retirement planning, business succession, and other life transitions.

Our Partner - LPL Financial

Our partnership with LPL Financial, a leading independent broker/dealer, enables us to offer our clients:

• Access to a robust mix of services and tools
• Comprehensive clearing and compliance services
• Access to trusted research and independent analysis
• Dedicated technology infrastructure for seamless client engagement

Next Steps

If you are seeking a wealth advisory firm that prioritizes collaboration, transparency, and personalized client experiences, contact Gulf Point Advisors today. We would be honored to discuss your unique needs and explore how we can partner with you to achieve your financial goals.