Golden Crest Private Wealth Management®is the premier solution for high net worth individuals, families and businesses needing comprehensive wealth management services.
Specialized Advice . Integrated Solutions
Clients who meet minimum portfolio requirements may also benefit from our Golden Crest Private Wealth Management®service. Our advisors work closely with our Private Wealth clients to deliver innovative solutions customized to meet their individual wealth management needs. Unlike conventional methods which require you to coordinate with a myriad of specialists – Investment advisors, Insurance Agents, Accountants and Attorneys – The Golden Crest Private Wealth
Management® service integrates these services with the convenience of a single point of contact. By complementing our resources with those of outside experts, we can help streamline and enhance your wealth management plan. We systematically address each area of concern, or planning opportunity, to assure integration and coordination of the different aspects of
your total financial picture. Golden Crest Private Wealth Management® provides advanced planning and comprehensive wealth integration services during the entire life cycle of:
We work to meet your objectives – not to sell Wall Street products. How your financial advisor is paid may influence the advice you receive. Most financial advisors sell financial products and receive commissions from the Wall Street companies whose products they sell. We are paid by our clients for providing investment advice, not by Wall Street companies for selling their products. As an independent company, we have no conflicts of interest, nor do we earn commissions on your transactions or charge custody fees. Our fees are based solely on the assets we
manage for you. Our investment management team includes financial planners, CPAs, attorneys and other professionals who work together to build your financial future.