By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor
Things are quickly changing these days. Every time there is a White House briefing or a state governor takes the mic, we brace ourselves for updates—updates that impact our daily lives in a significant way. To say this is a stressful time is an understatement! But just because life is going to look different for a while, we don’t want you to panic or lose sleep at night. One thing that won’t change is how our team at Gold Family Wealth is committed to you, your life, and your finances. Whether you have questions, concerns, or need help processing the market roller coaster, you can always count on us.
Do you have any friends and family who would benefit from a relationship and the kind of support system like the one you have with us?
Guidance In Hard Times
Many of us are at home with our family’s day in and day out. We are reminded of the importance of our friendships and other relationships while learning how to be there for each other in creative ways. We know that you are not just concerned about yourself, but also your loved ones.
There is a lot of fear and uncertainty in our world right now and these types of emotions can cause people to do unwise things with their money. Our goal is to see you and those you care about not only weather this storm with confidence, but come out on the other side in an even stronger financial position than before, moving even closer toward realizing your financial goals.
If you have friends, family members and colleagues who are in need of financial guidance during this stressful time, we’d love to be there for them like we are for you. Working together in analyzing and evaluating their financial picture, we would share solutions to help them stay on track or get back on track to reach their goals despite market turmoil and economic uncertainty.
We Are Here For Your Friends And Family…Virtually
We want to let you know that we are still working and operating our business…just not in the same way as before. Shelter-in-place or social distancing doesn’t mean you are alone.
If you or your loved ones have any questions or concerns about finances, goals, asset allocation, risk, what the markets are doing, estate planning, insurance and risk management or anything that’s causing financial stress, we are here for you virtually. Please feel free to reach out to us at Gold Family Wealth, LLC at firstname.lastname@example.org or (800) 303-2533.
Michael Gold is the Founder and CEO, Wealth Advisor of Gold Family Wealth, an independent wealth management boutique, and named one of the Top 100 People in Finance. Michael has 20 years of experience in the financial industry and has a bachelor’s degree in business and economics from the State University of New York College at Oneonta, an MBA from NYU Stern School of Business, specializing in Quantitative Finance and Leadership and his CERTIFIED FINANCIAL PLANNER™ (CFP®) credential. He serves business owners and entrepreneurs by stress-testing their financial plan to identify red flags and missed opportunities. Michael strategically outsources professionals from various fields, such as tax, insurance, retirement and trust and estate law to collaborate on potential solutions to help position his clients to pursue their desired goals.
Michael currently lives in Westport, CT. When he’s not working, you can find him spending time with his wife, Giselle, their three children, Sebastian, Aria, and Pierce, and their dog, Charly. To learn more about Michael, connect with him on LinkedIn.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Gold Family Wealth, LLC), or any non-investment related content made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.”
“Top 100 Magazine selections are made utilizing proprietary software, which employs an algorithm to search a variety of online resources for industry-specific terms and key words. These resources include social media, blog posts, peer reviews, and Google indices. In addition, wealth managers must also the following criteria: 1. Registered with the SEC as a registered investment adviser or a registered investment adviser representative; 2. Not more than 1 filed complaint and never been convicted of a felony. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.