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OVERVIEW

Gold Family Wealth was founded to help improve the quality of life for our private clients by helping them gain control over the variety of financial, business and family matters. Our comprehensive planning process was derived from the approach currently used by some of the most successful single and multi-family offices. It incorporates state-of-the art technical expertise in financial planning strategies with the personal component of elite wealth planning. We believe that understanding the importance of the human element in the equation is what makes us different.

The Gold Family Wealth Planning Process is designed to enable a collaborative effort with our family of private clients to deeply understand their true aspirations and limitations so we can explore every possible solution, strategy and tactic worth pursuing. This allows us to provide a level of comfort and security that is the foundation of a mutually rewarding relationship. 

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.