You’re Ready for a Change, We’re Here for You
If you’re looking for solutions to succession planning, career growth, support or resources to help you grow faster, or selling your practice to a firm where clients are valued above all else – let’s see if we’re a fit.
We are currently seeking advisors in the Westport, Connecticut, and Monmouth County, New Jersey, areas who fit any of the following categories:
- Retiring advisors looking for succession planning solutions
- New partners seeking to share equity/upside
- Advisors who are new to the profession and looking to take their career to the next level
Our Ideal Fit
The ideal fit will have experience in working with 50 or more clients with at least $20 million in total assets and an average client size of $500,000 or more. In addition, we provide clients with financial planning, estate planning, trust planning, and divorce and separation planning services, so we ask that anyone looking to partner with our firm have some level of experience in at least a few of these areas.
Advisors that need operations, admin, marketing and compliance support, Gold Family Wealth provides all of this so you can grow your practice the right way by focusing your time on your core competency, providing sound financial advice to the families you serve.
At Gold Family Wealth, we help advisors grow their careers, attract new clients, and deliver an outstanding client experience. Whether you’re looking for an opportunity to accelerate the growth of your practice or career, or simply looking to monetize and exit, we could be the right fit for you and your clients.
About Gold Family Wealth
Founded in 2017, Gold Family Wealth specializes in retirement planning and wealth transfer for high net worth individuals, business owners, medical professionals and families in the Westport, Connecticut, area and beyond. Our advisors bring more than 45 years of industry experience to the table. We help guide clients toward their financial goals through careful planning and consideration.
About Carson Partners
We’re part of a larger network of advisors called Carson Partners. Our community brings service to a new level for our clients. Carson Partners receive best-in-class technology along with professional marketing, compliance, investment management and more so we can provide value without a doubt to our clients – and grow faster than the industry average.
The information included herein is for informational purposes and is intended for use by advisors only, not for public distribution. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.
Case Studies
Learn how Joel went from being chained to endless bureaucracy with very little support to truly owning his book of business and unleashing his full potential in our latest case study.
See how a clear, common objective is the first step in the process – both for you and for your incoming partner. The journey is long and complex, and keeping your mutual destination in mind gives you focus for the long haul.
Frequently Asked Questions
How can Gold Family Wealth help me as an advisor grow?
We help mentor, operational support, and opportunities for equity. This allows you to focus on what you love – advising clients and building relationships!
What value does Gold Family Wealth provide to our advisors?
We provide leadership, professional development as well as assistance with the day-to-day needs in the areas of compliance, marketing, technology, and administrative.
Why is Gold Family Wealth interested in adding more advisors to the team?
We are always looking for talented advisors to add to the team. We see the value in inspiring advisors on how to operate in the most efficient and effective way. We are a team-oriented group focused on growth and providing a world-class experience for our clients!