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 or more in investable assets, offering institutional-grade strategies typically reserved for ultra-wealthy families. The firm provides comprehensive wealth management services, including customized investment management, financial planning, concentrated stock management, tax mitigation, venture capital exposure, and structured notes. GoalVest serves high-net-worth individuals, families, and institutions, emphasizing personalized attention through dedicated teams. The firm is based in New York and collaborates with external CPAs and attorneys to integrate financial, legal, and tax strategies.