Goalpost Wealth Management, LLC

Goalpost Wealth Management provides wealth planning, investment management, and selection and oversight of third‑party asset managers for individuals, high‑net‑worth clients, charitable organizations and pension and profit‑sharing plans. The firm also offers financial planning and pension consulting and is newly established, expecting to begin providing full advisory services in October 2026.

Goalpost Wealth builds client‑specific investment policy statements and implements risk‑adjusted, tax‑aware asset allocations using a mix of active and passive strategies across stocks, bonds, ETFs, mutual funds and alternative investments. It generally manages accounts on a discretionary basis, may deploy third‑party managers, and offers a wrap‑fee program that bundles portfolio management, transaction costs and custodial services.

Compared with peers in the no‑active‑advisors cohort, the firm is notable for sponsoring a wrap‑fee program and explicitly providing pension consulting, standalone financial planning and the formal selection/oversight of other advisers—services that are statistically uncommon for firms in this group. The brochure also highlights operational features that may affect implementation, including use of Wells Fargo Advisors’ Private Advisor Network and Trade‑PMR/FCC arrangements, periodic use of AI tools by the firm and service providers, and no indication that the firm acts as a private‑fund adviser.