Gold Wealth Management Group

Merrill Lynch Wealth Management
7 Roszel Road
Floor 04
Princeton, NJ 08540
(609) 243.7837
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Gold Wealth Management Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Gold Wealth Management Group
Welcome

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.

Recognition
Shawn Gold
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2020-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Gold Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

Including the entire family in the financial planning process is important. Our financial advisors can work together with you to engage your family in planning strategies, often helping facilitate family finances discussions that may be difficult for you or other family members to initiate on your own.

Meet Our Team
Shawn Gold,

CIMA®

Senior Vice President, Wealth Management Advisor
609.243.7837
Farah Z Kazmi,

CRPC™

No Officer Title, Relationship Manager
609.243.7831
Michael Francis Chrzanowski,

CIMA®

Officer, Registered Wealth Management Client Associate
609.243.6838
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joshua E Schneider
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #644442
Deena Darkhabani
Wealth Management Banking Specialist
Merrill
Michael K Costo
Retirement Specialist
Bank of America, N.A.
About Merrill

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.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.