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ENRICHING THE QUALITY OF YOUR LIFE

That’s what we do. We help you, our private client, improve your quality of life by helping you navigate complex financial, business and family matters. What makes us different? It’s our innovative planning process. Gold Family Wealth developed a flexible, comprehensive and cost effective planning process derived from a successful approach used in the single and multi-family office world.

We begin by developing a “total client profile” of you. This allows us to gain a deep understanding of both the financial and emotional side of your world. Once we have a truly holistic grasp of all that is important to you we can evaluate your current course of action to determine alignment with your goals and objectives.

OUR APPROACH

Gold Family Wealth has redefined wealth management by offering solutions designed to preserve and grow your
wealth and to improve your overall well-being. Our emphasis includes helping to mitigate your taxes,  take care of your heirs, maximize your charitable impact, while keeping a constantly watchful eye on the ever-changing economic
landscape, and your growing and changing aspirations.

Gold Family Wealth

BECOME SERIOUSLY WEALTHY

Get a complimentary copy of our latest book on how to harness the strategies of the super-rich.

Becoming Seriously Wealthy reveals the key tactics and strategies of some ultra-wealthy business owners. It sheds light on how to use those strategies to grow and protect your personal wealth.

Investment consulting services provided by Gold Family Wealth, LLC, a state-registered investment advisor. Investment management services provided by People’s United Advisors, Inc. doing business as Gerstein Fisher. Securities provided through People’s Securities, Inc. member FINRA/SIPC. Gold Family Wealth, LLC is not affiliated with either of the aforementioned entities. Representatives may not be registered to provide securities or advisory services in all states. Third-party rankings and recognitions are not a guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.