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GFW can help you develop a proactive Financial Plan. By steering you towards a variety of advanced planning solutions we can assure that your plan is tax efficient . Please be advised, Gold Family Wealth (GFW) acts as an advisor. GFW is not a CPA. Consult with your CPA prior to putting strategies into action.

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.