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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.


Entrepreneurs, Upcoming Liquidity Event, High Level Executives

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.