Instructions for accessing the ‘Client Experience’ Online Dashboard

We’re excited to announce the release of the new Client Experience! As your team of trusted advisors, we are constantly striving to help you simplify your financial life. Our new Client Experience does just that. This is the result of a lot of work and collaboration between your Gold Family Wealth team, our nationwide network of partners and a team of award winning designers and developers. We can’t wait to show you what we have in store – so let’s get straight to it!

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us

Stay Connected

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started