GOLDEN WEALTH MANAGEMENT, a trusted partner for managing financial wealth, offers personalized strategies tailored to each client's unique goals and needs. With over 20 years of experience, their team utilizes a comprehensive approach and a range of financial services to support clients in all aspects of their financial journey. Putting the client's interests first, they aim to build long-term relationships based on trust and transparency.
Facts show that GOLDEN WEALTH MANAGEMENT has $500 million in assets under management, 10 advisors, and has been in business for 20 years. Their team stays up-to-date with industry insights and market trends to provide informed advice to clients. They offer services such as investment management, retirement planning, tax planning, estate planning, insurance services, education planning, and cash management to cater to diverse client needs.
The advisor serves a range of clients, including high net worth individuals, business owners, retirees, professionals, and families. They operate on a fee-based structure, aligning their interests with clients by earning a percentage of managed assets. GOLDEN WEALTH MANAGEMENT prides itself on transparent and competitive fees, ensuring clients get the most value from their investments.
GOLDEN WEALTH MANAGEMENT was founded on the principle of providing personalized and comprehensive financial services. Led by experienced and knowledgeable advisors, they have earned a strong reputation in the industry. Disclosures include potential earning of additional compensation from third-party providers and disclosure of all fees and compensation in client contracts or agreements.
JACOBI CAPITAL MANAGEMENT, LLC is a trusted financial services firm that has been helping clients achieve their financial goals for over 15 years. The firm offers personalized solutions and expert advice to individuals and businesses seeking to improve their financial strategies. With assets under management of $500 million and a team of 10 experienced advisors, JACOBI CAPITAL MANAGEMENT, LLC has a proven track record of success.
Services offered by the firm include investment management, retirement planning, estate planning, tax planning, wealth management, and insurance services. Clients of JACOBI CAPITAL MANAGEMENT, LLC include high net worth individuals, business owners, corporate executives, retirees, young professionals, and family offices.
The firm charges a percentage of assets under management as its fee, aligning its interests with those of its clients. JACOBI CAPITAL MANAGEMENT, LLC is also a registered investment advisor with the SEC and a fiduciary, ensuring that it always acts in the best interests of its clients. The firm has no disciplinary actions or disclosures on its record.
Founded by John Jacobi, who has over 20 years of experience in the financial industry, the firm has a team of knowledgeable advisors who stay up-to-date on the latest market trends and investment strategies. JACOBI CAPITAL MANAGEMENT, LLC is dedicated to providing its clients with comprehensive financial services and helping them achieve financial success.