Gold Wealth Management Group

Gold Wealth Management Group brings shared ideas and resources to clients, offering a goals-based wealth management approach that puts them, rather than the market, at the center of the wealth management process.  Among the reasons our team chose to become financial advisors is because of our passion for helping to educate our clients about investing. As Merrill Lynch Wealth Management Advisors, one of the most valuable things we can do for clients is to help them understand the markets and our goals-based wealth management approach. Offering access to the global investing resources of Merrill and the banking convenience and lending solutions of Bank of America, we assist clients in identifying and prioritizing personal goals, which might include planning for and funding children’s or grandchildren’s educations, helping ensure that money lasts in retirement, covering potential health care costs, and preserving wealth.