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GoalVest Advisory
United States
GoalVest Advisory is a boutique wealth management firm that specializes in personalized financial solutions for high-net-worth individuals and institutions. As a fee-only, independent registered investment adviser, the firm focuses on client interests without commissions or third-party product incentives. Founded by Sevasti Balafas, CFA, CPWA®, GoalVest targets clients with $2 million...
Tags: investment management cash flow maximization goal setting tax minimization +6 more