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.