Have you ever wondered if your advisors is a financial advisor, a stock broker a wealth advisor an invesment advisor? and you don't really know the difference?
It's confusing I get it, thats why you MUST WATCH this video. You will learn the six step process that "Elite Wealth Mangager's" use to help their private clients evaluate their current strategies and position them to achieve thier goals.
Hope you enjoy!
Like this? PLEASE SUBSCRIBE: https://www.youtube.com/channel/UCaDLklNu94hM84qOHb2m2Kw?view_as=subscriber Learn more about me at http://www.goldfamilywealth.com/ ===== FOLLOW ME ON THE SOCIALS ===== https://www.linkedin.com/in/michaelgoldfamilywealth/ http://www.goldfamilywealth.com/ ===== ABOUT MICHAEL ===== Michael Gold is the Founder and CEO of Gold Family Wealth. Michael founded Gold Family Wealth with the objective of helping entrepreneurs, high-level executives and wealthy families gain even more control over their financial and business interests, by inspiring and instructing them on how to enhance their lives and achieve their goals, through an advanced approach to wealth planning. Michael started his career in 2000 and currently serves a select group of wealthy clients. Michael is not your typical wealth advisor. He views wealth management from an entirely different perspective, always obsessing to find ways to add value to improve and enhance the lives of the families he serves.
Michael earned his MBA from NYU Stern School of Business, specializing in Quantitative Finance and Leadership. He earned his B.A. from the State University of New York College at Oneonta. He is a Certified Financial PlannerTM
Meet Michael at www.goldfamilywealth.com
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