Global Wealth Management Acquires Gulf Coast Financial Planning
May 1, 2025
Global Wealth Management (GWM) has acquired Gulf Coast Financial Planning (GCFP), adding more than $150 million in assets under advisement and expanding GWM’s presence to Florida’s West Coast with a new Lakewood Ranch office. Kurt Stahl, founder of GCFP, will join GWM and continue serving his clients from the same office, leveraging GWM’s resources and technology.
- Buyers
- Global Wealth Management
- Targets
- Gulf Coast Financial Planning
- Sellers
- Gulf Coast Financial Planning, Kurt Stahl
- Industry
- Wealth Management
- Location
- Florida, United States
- Transaction Type
- Buyout
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