Have you ever wondered why people work with a wealth manager? or when you would want to consider working with a wealth manager? Me too! I have been guiding private clients for two decades and over my twenty years I have noticed some common themes and have been able to identify the FIVE key reasons people tend to seek out and work with a wealth manager. Check out this brief video where we dive deep into the FIVE reasons why people work with a wealth manager.
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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