How to choose a wealth manager

Have you ever wondered if you are working with the wrong advisors? Working with the right professionals is crucial. Check out my latest insights on how you can spot red flags to avoid working with the wrong people and how to identify "Elite" professional advisors.
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ABOUT MICHAEL
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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.
After years of research and development Gold Family Wealth, LLC has designed a meticulous process modeled after some of the most successful single and multi-family offices. Our approach has been instrumental in helping our family of private clients evaluate if their business interests and their personal financial situations are aligned with what they wish to accomplish. This process connects the dots with methodical precision helping to identify the existence of gaps or red-flags and how best to address them, as well as which opportunities to consider pursuing to further improve their lives. Lastly, to implement the various strategies and tactics, Gold Family Wealth leverages our team of high caliber strategic alliances, experts in the fields of:
Investment Management,
Tax mitigation
Legal
Trust & Estate
Charitable giving
Risk Management
Exit/Succession Planning
Concierge Medicine
Lifestyle
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
IMPORTANT DISCLOSURE INFORMATION
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 -“GFW”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from GFW. Please remember that if you are a GFW client, it remains your responsibility to advise GFW, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. GFW is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of GFW’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: GFW does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to GFW’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.