Westport, CT – July 20, 2020 – Gold Family Wealth, LLC, an independent investment and wealth management firm in Westport, Connecticut, is excited to announce their alignment with Carson Partners, a community of professional advisory firms dedicated to making the complex simple for investors across the United States. Michael Gold, CEO, Wealth Advisor and president of Gold Family Wealth, LLC, along with his entire team, made the decision to affiliate with Carson Partners to further strengthen their movement in financial services and set a new standard for delivering an engaging client experience.
Both firms bring well-respected brands to the partnership and share a deeply held commitment to transparency and delivering a proactive game plan to the clients they serve.
The partnership was the culmination of a thorough year-long due diligence process during which Michael Gold and Ron Carson, founder and CEO of Carson Group, formed a strong relationship. Gold Family Wealth, LLC, will continue operating as an independent firm in charge of all business decisions, but now with added resources, people, infrastructure and technology to help the firm in its next phase of growth.
“Our client service model is deeply aligned with Carson Partners, as well as our longstanding commitment to always put our clients’ best interests first,” Michael Gold said. “Ron is considered one of the most recognized and trusted advisors nationwide, and we are extremely excited for what our partnership together will bring to the table, both for our firm and our clients.”
The affiliation with Carson Partners was prompted by Gold Family Wealth’s continued growth, expanding reputation and its commitment to providing the highest-value solutions and superior service for its clients.
“The marketplace is clamoring for high value, no matter the industry or profession,” Ron Carson said. “Investors are demanding more and more from advisors. The Gold Family Wealth team recognized this shift taking place under our feet and made some extraordinary leaps in the future growth of their firm. Their clients will see the immediate effects by having increased access to more resources, fee/cost reduction, an innovative online experience, more investment options, improved high net-worth advanced planning and succession strategies.”
In addition to being a mainstay in the Barron’s annual list of top wealth management firms, Carson was recently added to the Inc. 5000 list of America’s fastest growing companies, the Forbes list of America’s Top Wealth Advisors and recognized by InvestmentNews as one of a select few innovators in financial services.
About Gold Family Wealth, LLC
Gold Family Wealth, LLC, is a wealth management firm based in Westport, Connecticut. The firm was founded by Michael Gold, CFP®, Wealth Advisor, in 2017 with the mission to be the most trusted and effective advisors in the wealth management industry.
Michael Gold got his start in the industry after an unexpected tax debacle. After just graduating with an MBA specializing in quantitative finance and leadership from NYU, Michael learned that in addition to the business school loans, he also owed a significant amount in taxes due to the tax-planning advice he received from an “ill-equipped accountant.”
As he toiled for months to correct the situation, Michael spent a tremendous amount of time vetting professionals until he found top-tier experts and felt comfortable in their advice to address his current situation and improve it. Michael discovered what it felt like to have a team that resembled his own family office and wanted to help others of varying income levels find that trust.
He founded Gold Family Wealth. The company’s name represents his team’s dedication to helping his clients preserve and grow their wealth while creating that trustworthy, family-like environment.
Every day, the team strives to guide clients through their financial situations to help them pursue both their life and financial goals. From planning for college to ensuring your will is exactly how you want it, Gold Family Wealth wants to provide you with the best possible care.
To elevate the client experience, Michael partnered with Carson Partners, a group that delivers depth and scale to provide holistic wealth management and advanced planning at the highest level.
You can contact Gold Family Wealth, LLC at: goldfamilywealth.com, (800) 303-2533 and firstname.lastname@example.org.
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.