KOST INVESTMENT GROUP

Our strongest assets are the relationships we've established with our clients. Drawing on our experience and knowledge, we can offer customized wealth management advice and personalized service. We work closely with our clients to develop an investment strategy tailored to their needs. This ensures we have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments... As you go through a career transition, such as a company buyout, company change or retirement, you will be presented with complex and time sensitive decisions and it is important to have trusted resources to help navigate through it. Consider us your Financial Health Project Manager. When you establish a relationship with us, we will not only guide you through these transitions but also be your point person for all of the things you will need to consider in life such as tax mitigation strategies, long-term planning,..

Primary location: Newport Beach United States