Most investors have relatively simple planning and investment needs. At Gold Family Wealth, we don’t work with the typical investor. Our expertise is working with growth-oriented, well-informed entrepreneurial-minded business leaders and business owners who value a consultative approach to their complex financial situations.

As experts on working with these complex cases, we’re able to provide highly-customized, specialized expertise in helping these individuals enhance, protect and transfer their wealth through an advanced wealth management approach.

By keeping our practice small and focused, we’re able to provide every client with the highest and utmost degree of service, care, and personal touch. To that end, we work exclusively with a select group of people whose needs align with our expertise, and for whom we believe we can make a significant impact on their lives.

Our Client Focus