Alek Goltzman

My team’s mission is to lift the burden of financial management off your shoulders and handle it for you. We recognize that our clients’ most valuable asset is time—time spent growing their businesses, honing their craft, or simply enjoying life. When they’re not working, they deserve to focus on what matters most to them, whether that’s quality moments with family and friends, traveling, or hitting the golf course (my personal favorite). What they don’t want—or need—is to spend that precious time deciphering the latest IRS reforms, tracking annual income deductibility limits, or navigating the ever-changing SEC landscape. And that’s just the tip of the iceberg when it comes to yearly financial shifts. At the core of our service is a comprehensive approach: wealth planning, estate coordination, investment selection, income optimization, and collaboration with your CPA to fine-tune your tax strategy. We pride ourselves on being your financial quarterback, streamlining the planning process and seeking to grow your wealth efficiently—so you can focus on living your best life.