The Brantz Goldstein Group Team Photo

The Brantz Goldstein Group

Merrill Lynch Wealth Management
4 Penn Ctr
Philadelphia, PA 19103
(215) 587.4634
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We believe the most influential factor in successful wealth management isn't share price, dividend growth or even investment selection. Rather, it's your life, your family, your aspirations and your needs. These are the true drivers of the work we do, the basis of the strategies we build with you, and it is against these strategies that we measure our success.
The Brantz Goldstein Group
Welcome

The Brantz Goldstein Group team brings shared ideas and resources to you, offering a strategy that puts you, rather than the market, at the center of the planning process. Offering access to the global investing capabilities of Merrill and banking solutions from Bank of America, the team can assist you in identifying and prioritizing personal goals. That might include planning for and funding your children’s or grandchildren’s educations, helping ensure that income lasts in retirement, covering potential health care costs, and preserving wealth. We then help to develop a personalized financial strategy aligned with your goals.

Recognition
Lance Goldstein
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
The Brantz Goldstein Group Team Photo
The Brantz Goldstein 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
A Differentiated Level of Care

When you care about people, they know it. They perceive it in your words, your deeds, and your follow-through. They witness your presence in their lives, during highs and lows, triumphs and challenges. They know you are there for them now and on the path that lies ahead.

At The Brantz Goldstein Group, we believe the care we bring to our relationships is the factor that most differentiates us. We have decades of experience, advanced education, designations, accolades, and technical insight. You'd expect nothing less. But in selecting a guide for you, your family, your business, and your charitable interests, we believe our heart is the deciding factor. We're "all in" when it comes to your success—as you define it.

We understand that "wealth" encompasses so much. Your balance sheet is an important part of your wealth, of course, but true wealth extends into many aspects of your life – the happiness of your family members, the opportunities you encounter, the security of your finances, the stability of your health, the well-being of your community, and your sense of purpose in life.

We're gratified to have served some client families for more than thirty years, spanning three generations. And we're proud that client referrals are our primary source of new relationships. Our energy and passion for our work continue, invigorated by the caliber of our client relationships.
We serve good, kind people who want to derive meaning and impact from their wealth, not just for themselves, but for their loved ones and cherished causes.

We're grateful to the individuals and families who have allowed us to be an important part of their lives. We invite you to read about the mindset and values we bring to our work and encourage you to reach out to us as we continue to chart a path forward.

Meet Our Team
Amy Brantz,

CRPC™, CSRIC®

Senior Vice President, Senior Financial Advisor
215.587.4628
Lance Goldstein,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
215.587.4634
Chase Mitchell Davis,

ChFC®, CFP®, CPWA®

Wealth Planner
215.587.4709
Debra A O'Malley
Assistant Vice President, Wealth Management Associate
215.587.4775
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.
Michael J Friedman
Wealth Management Banking Specialist
Merrill
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
John Ventura
Investment Solutions Group Portfolio Strategist
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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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.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.