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ESTATE PLANNING


Gold Family Wealth will guide your estate planning and coordinate with  private client attorneys specializing in Trusts and Estates. Our goal is to ensure your heirs
are provided for and your estate plan is current with the ever changing landscape. To that end we provide advise on the right structures and financial solutions to
determine the future disposition of your current and projected assets. Please note: we do not provide legal advice. A consultation with your attorney is advisable.

Other Services

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.