News

Carson Partners Welcome Gold Family Wealth

Posted on July 29, 2020

Omaha, Nebraska – July 29, 2020 – Gold Family Wealth, a proactive wealth management and financial planning firm managing $77.5 million in client assets and based In Westport, Connecticut, has joined Carson Partners to access the added resources, personnel, infrastructure and technology that will help the firm achieve its next phase of its long-term growth strategies.

Led by founder and CEO Michael Gold CFP®, a 42-year-old advisor with 20 years of professional experience, Gold Family Wealth believes that helping clients protect and build their wealth requires much more than a one-size-fits all approach. The firm provides a comprehensive range of wealth management services including estate planning, tax mitigation, lifestyle and marital planning, as well advice on asset protection, business succession, retirement, and philanthropy.

“Providing an exceptional client experience is the most important thing we can do but being a three-person team placed some limitations on the number of clients we can provide with that kind of attention,” said Michael Gold. “Our client service model is deeply aligned with Carson Partners, as is our mutual longstanding commitment to always put our clients’ best interests first. We are extremely excited for what this partnership will do both for our firm and our clients.”

“Michael and his team at Gold Family Wealth share Carson Partners’ commitment to transparency and proactively serving our clients,” said Aaron Schaben, President of Carson Group. “We look forward to helping them grow their firm and providing the resources that will help them set a new standard for delivering an engaging client experience.”

“Joining Carson Partners will bring some immediate benefits to our clients,” Gold added. “We’ll be able to offer more investment options, improved advanced planning and succession strategies as well as reduced fees and more transparency.”

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 33,000 families through it’s 133 partner locations across the country.