Let’s Build A
Lasting Legacy
Together

Because Wealth Doesn’t Come With Instructions

What Matters Most to You, Matters to Us

Our mission is to engage a full range of clients in a family-oriented environment built on integrity and trust, while delivering strategic, sound, and individualized financial solutions to cultivate confidence  as they achieve their financial goals.

Redefining the Status Quo

We believe in constantly redefining the boundaries of financial planning, investment management, and client service through forward-thinking, holistic planning, and proactive expertise. At Goldfinch Wealth Management, the status quo is not welcome.

Greater Than the Sum of Our Parts

Our team has a diverse culture of experiences and ideas, anchored by a core belief that the best route to personal success is by the team’s success. Every client receives individualized and innovative solutions delivered with the quality of service you deserve.

Our Service Areas

Comprehensive Wealth Management for Individuals, Businesses and Organizations — It’s What We Do.

Our team offers personalized client care, innovative financial solutions, and proactive expertise to create financial independence for our clients. We prioritize forward-thinking and holistic planning, offering a wealth of services for both individuals and businesses. We don’t put our clients in a box, we build a box for our clients.

The Goldfinch Wealth Management team adheres to principals that we should act in clients’ best interests. This relates to the fiduciary standard. Thus, we represent and work for our clients, not an investment firm, and have no financial incentive to recommend one investment over another. Instead, we are committed to a culture of service, not sales, and strive to make the best recommendation based on your unique set of circumstances.

Personalized Service

Full Team Approach
Proactive & Personalized Advice
Cutting Edge Technology
High Frequency & Impactful Communication
Unique & Regular Client Events
Client Bill of Rights

Our Specialities

Customized Portfolios
Tactical Investing
Portfolio Distribution Strategies
Tax Efficient Investing
Charitable Giving
Legacy Planning
Serving Individuals and Families

Asset Management

Asset Management

Using principles of tactical asset allocation, our team designs customized portfolios allowing you to combine stocks, bonds, mutual funds, exchange-traded funds, and alternative investments.
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Financial Planning

Financial Planning

We begin by diligently seeking to understand your personal circumstances, resources, needs, and goals. We want to know your priorities and develop a long-term plan that aligns with your financial resources.
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Retirement Planning

Retirement Planning

All clients work a lifetime to reach the point where they can enjoy retirement with peace of mind. Our goal is to take the confusion out of the retirement equation and put you on a path to reach your financial goals.
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Tax Planning

Tax Planning

We incorporate tax considerations into both our planning and investment management. Our priority is to make the most of your finances by designing tax-efficient management and distribution strategies.
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Estate Planning

Estate Planning

A well-designed estate and gifting plan can provide tremendous asset protection, ensure that assets are transferred to the intended beneficiaries when and how you want them to, and reduce or eliminate the risk of paying estate tax.
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Charitable Gifting

Charitable Gifting

Supporting the causes you are passionate about, whether that’s giving back to your local community, making a social impact or showing gratitude to a hospital that cared for a loved one, can be enormously fulfilling. But did you know that charitable giving can also be a powerful financial tool?
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Trust Services

Trust Services

We work alongside an estate attorney to establish a trust, while delivering sound fiduciary and investment management guidance, to guarantee the legacy that you desire is carried out according to your wishes.
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Education Planning

Education Planning

Our team can create a plan to effectively fund an education for the next generation, evaluating client circumstances and assessing a variety of options to create the best education plan for your family.
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Insurance

Insurance

To ensure that you are well prepared for curve balls that life throws, we evaluate existing risk-management strategies and suggest insurance such as life, disability, and long-term care as needed.
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Legacy Planning

Legacy Planning

As a client, we make it a point to get to know you and your family personally. We understand your financial picture and carry out any intentions for passing your legacy on to loved ones, acting in your best interest.
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Employee Benefits

Employee Benefits

Understanding your employee benefits early on, often enables more strategies when it is time to make important decisions. Stock options, 401(k) accounts and other employee benefits can be a significant part of your investable assets; therefore, we prefer to be proactive so you don’t miss those valuable opportunities.
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Small Business

Small Business

A business can be your most significant asset, and the financial success of that business has an immediate impact on the economic security of the family.
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Serving Corporate Retirement Plans

Fiduciary Management & Oversight

Fiduciary Management & Oversight

As your trusted partner, we can share much of this fiduciary responsibility with you, and implement a disciplined and streamlined process to wisely manage your fiduciary obligations.
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Investment Expertise

Investment Expertise

As your trusted and experienced partner, we can help you establish a sound investment strategy that fits the distinct needs of your firm and your employees.
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Plan Design

Plan Design

We take the time to understand your objectives and design a retirement plan program that provides your employees with the greatest value and, to the extent possible, reduces your administrative responsibilities.
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Vendor Search

Vendor Search

With us as your partner, you can choose from the universe of investments—free from proprietary vendor or product pressures and conflicts of interest.
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Participant Services

Participant Services

Our status as independent retirement plan consultants enables us to provide your plan participants with what they value most—wise investment guidance to help them feel confident about the decisions they are making to pursue their retirement goals.
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