East Coast Wealth Management

Gregory A. Debski serves as President and holds discretionary authority over client portfolios. Per the firm's Form ADV, Debski is the sole named investment professional with authority to execute trades and construct allocations, though the firm reports employing additional non-clerical staff. The firm's ADV filing indicates that Debski has been in the financial services industry since at least 1992.

The firm operates on a fee-only basis, charging clients a percentage of assets under management. Per its regulatory filings, East Coast Wealth Management does not accept commissions, performance-based fees, or third-party solicitation payments. Client advisory fees are typically deducted directly from managed accounts on a quarterly basis, and the firm does not custody client assets itself.

No. East Coast Wealth Management is a state-registered investment advisor with no broker-dealer affiliation. This independence means the firm is not compensated for selling proprietary products or executing transactions through any affiliated entity, distinguishing it from wirehouse or hybrid RIA models common in the South Florida market.

The firm serves individuals and high-net-worth individuals, with a client base concentrated in South Florida, particularly Broward and Palm Beach counties. Per its regulatory disclosures, East Coast Wealth Management does not report institutional clients such as pension funds, endowments, or foundations, and its account minimums are not publicly disclosed.

The firm's regulatory filings emphasize portfolio management as the primary service. East Coast Wealth Management does not hold itself out as a tax preparation firm or law firm. While investment decisions are made with client tax circumstances in view, clients would typically need to engage external CPAs or estate attorneys for formal tax and estate planning work.