Preston Goldwag
As a Financial Advisor, I help successful professionals, individuals experiencing significant wealth events, and clients in the sports and entertainment industry make informed financial decisions with confidence. My approach focuses on understanding each client's unique goals and developing personalized investment and wealth management strategies designed to help preserve, grow, and transfer wealth. I believe the strongest financial plans are built on trust, communication, and long-term relationships.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
