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INVESTMENT PLANNING


In order to offer to our clients superior investment planning services Gold Family Wealth has strategically partnered with Gerstein Fisher, a wholly owned subsidiary of People's United Bank. Gerstein Fisher manages over $2.5 billion in assets, specializing in quantitative finance and multi-factor investing.

Together we employ strategies aimed at protecting your wealth as your objectives shift from accumulating wealth to preserving it. This may include restructuring of assets to preserve and sometimes boost your finances. The goal is to assure that you have the money needed throughout your lifetime to protect your independence, dignity and to maintain your quality of life while factoring in the fundamental threats we all face, such as: inflation, taxes, longevity, disappearing entitlements, health, and the ever-changing global economy.

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.