Omaha, NE – May 20, 2021 – Gold Family Wealth, a leading wealth management and financial planning firm based in Westport, Connecticut, and a member of the Carson Partners network, has added Daniel Armas, CFP®, as Managing Partner and Wealth Advisor. A consummate professional with more than 18 years of financial planning experience, Armas has expanded the firm’s geographical footprint by opening an office in Red Bank, New Jersey, and helped raise the firm’s assets under management to approximately $172 million.
“In the short time since Gold Family Wealth joined the Carson network, the firm has shown itself to be an excellent partner with a client-first attitude that aligns with our core values,” said Founder and CEO Ron Carson. “With the addition of Dan Armas as Managing Partner and an office in Monmouth County, New Jersey, we’re confident that Gold Family Wealth will continue to grow and prosper.”
“I have long admired Carson Group, but they didn’t have a local office in New Jersey, and I was not necessarily looking to open one alone,” explained Dan Armas. “Partnering with Michael Gold and becoming part of the Carson ecosystem was exactly what I was seeking for the next stage of my career. Michael and I have the same philosophy and agree that growing our firm in the right way and being strategic about the opportunities we pursue will provide the most benefit to clients.”
Throughout his career Armas has cultivated a client niche of higher education professionals from New Jersey colleges and universities. Going forward he will continue to work with that demographic, while also working with other clients throughout New Jersey (and the country) on retirement planning, investment management, tax planning and risk management.
“I joined Carson because as a partner I would be able to offer so much more to my clients and the institutional support that would allow me to focus on clients and growing the business,” said Wealth Advisor Michael Gold, CFP®, MBA, founder and CEO. “Dan is an experienced planner with a great client base and I’m really grateful that Carson matched us up. We both have long careers in front of us and I’m confident that together we will build a practice that will stand the test of time.”
Recognized year after year by Barron’s as one of America’s top wealth management firms, Carson Group remains among the Inc. 5000 list of America’s fastest-growing companies. Carson currently serves more than 37,000 families through it’s 133 partner locations across the country.