Gold Family Wealth

Happy Valentine's Day! At Gold Family Wealth, our clients aren’t just numbers on a spreadsheet—they’re the heart of everything we do. 💙 We are honored to help you manage your financial world so you can focus on what truly matters—spending time with loved ones, chasing dreams, and living life to the fullest. Thank you for trusting us with your journey. Your success is our success, and we are grateful every day to be part of it! #WeLoveOurClients #LivingYourBestLife

🚀 Exciting Times at Gold Family Wealth! 🚀 We're on a mission to revolutionize our industry, and so we were thrilled to hold a full day workshop in our Westport, CT office hosting the renowned "AI Whisperer," Severin Sorensen ★ We explored groundbreaking AI-driven strategies that are set to elevate our services and enhance the experience we provide to our clients. This is why you want to work with us. At Gold Family Wealth, we believe in harnessing the best technology available to navigate the future of wealth management. By integrating innovative AI solutions, we're committed to delivering personalized strategies tailored to meet the unique needs of each family we serve. Stay tuned as we continue to embrace the future and redefine what family wealth management can achieve! 📈 #AI #WealthManagement #Innovation #ClientExperience #theGoldStandard

Our CEO, Michael Ryan Gold CFP®, MBA, CEPA® was recently interviewed by Russ Alan Prince in Financial Advisor Magazine. If you are curious on what the Multi-Family Office of the future looks like, you will want to dig into this article! @FAmagazine

Creating multigenerational wealth that lasts involves more than passing down assets. It requires teaching younger generations how to maintain that wealth. Learn how you can build and pass on your legacy in this helpful guide. https://ow.ly/9ENN50UFBep

Managing your finances alone can be overwhelming. A financial advisor provides expert guidance tailored to your goals—whether you're planning for retirement, growing your wealth or protecting your family's future. See why partnering with the right advisor can make all the difference: https://ow.ly/tTLO50UFB6T

The S&P 500 is off to a bit of a rocky start in 2025, and we’re already getting questions about whether it’s time to panic. With the bears coming out of hibernation, what should investors know? https://ow.ly/jAYu50UFB22

What will you need to retire? Take our simple seven-question quiz to determine if your 401(k) is ready. https://ow.ly/sR5250UABF6

From opening your first checking account to taking out your first car loan, your parents were always there to guide you. But as they get older, they may begin turning to you for help with their finances. How can you navigate this new reverse dynamic? https://ow.ly/LUo950UABuJ

We join the nation in observing the National Day of Mourning for President Jimmy Carter. Together, we honor his extraordinary legacy of service and compassion.

American families continue to evolve at a rapid pace, resulting in new and complex financial challenges. How should you approach your family’s financial plan? https://ow.ly/2oox50UABwW.