Goal Line Wealth Management, Inc.

Goal Line Wealth Management, Inc. serves individual and high-net-worth clients with investment advisory and financial planning services, offering both discretionary and non‑discretionary managed accounts and written investment strategies. Its services include recommending asset allocations across cash, stocks, mutual funds, bonds and annuities, performing suitability reviews, and, when appropriate, engaging third‑party sub‑advisers to manage portions of client assets.

The firm tailors portfolios to clients’ stated objectives, time horizons, and risk tolerances using a mix of asset‑allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases, with accounts reviewed at least quarterly by the sole reviewer. GLWM emphasizes managing market risk while seeking to limit uncompensated risks and notes that investment strategies can carry significant tax considerations, advising clients to consult tax professionals.

Noteworthy distinctions include the brochure’s disclosure that the firm provides services to pension or profit‑sharing plan clients—an uncommon client type for independent solo advisers—and that the firm’s principal is also a licensed insurance agent who may recommend commissionable insurance products and devotes up to 30% of his time to that activity, a potential conflict disclosed in the document. The brochure also details the firm’s custodial and platform relationship with Charles Schwab, receipt of Schwab “Additional Services” such as eMoney financial planning software, and a reported $71,556,000 in discretionary and $14,245,000 in non‑discretionary assets under management as of January 3, 2026.