We believe that wealth management requires both effective design together with a coordinated effort of professional experts in areas of investment consulting, tax mitigation, estate planning, insurance consulting and charitable planning.

To pursue the highest level of impact for our clients, we employ a wealth management formula that encompasses everything we do at Gold Family Wealth.

Our Wealth Management Formula

Wealth Management =

We believe at its core, wealth management is about delivering a full range of financial solutions and services through a consultative approach. It goes beyond traditional investment ideas and solutions to encompass all types of financial needs throughout all phases of your financial life.
Investment consulting comprises the core offering and customized investment solutions to fit each individual’s needs. We employ various investment management solutions to maximize the probability that you will have more than enough money to care for your financial concerns throughout the entirety of your life. Click here for more information on Investment Consulting.
Advanced planning addresses the range of financial needs beyond investment consulting. It consists of four areas: wealth enhancement, wealth transfer, wealth protection and charitable gifting. Advanced planning looks beyond investments to address your other financial needs. Click here for more information on Advanced Planning.
Relationship management involves three key tasks: first, understanding your critical needs and meeting those needs over time through a consultative process; second, assembling and managing a network of financial experts; and third, working effectively with your other professional advisors, such as your attorneys and accountants. Click here for more information on Relationship Management.