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Supported by 60 years' experience, Goldstein Lieberman and Company LLC offers customized management solutions for wealthy individuals and their families, family offices, charitable gift programs, endowments and foundations.

Wealth management is a high-level professional service that provides an integrated approach to growing and preserving income and assets, as well as determining how much of a client’s wealth is to be distributed and for what use.

Wealth management typically includes investment planning, financial planning, tax and accounting services, and retirement, legal, or estate planning under a single wealth management plan that both simplifies and organizes. Wealth management also takes into consideration the “what if" situations that can and generally do happen.

Our world-class capabilities are delivered with our signature personal attention, care and commitment. Our ability to fully realize unique possibilities for each client brings results that exceed expectations over market cycles and across generations. While our goal is to develop a wealth management plan that meets your objectives, we are available to assist you in coordinating with your other trusted advisors such as estate planning attorney, home and auto insurance agent, life insurance agent, and business consultant(s) if you own a business.

As your wealth management advisor, we work with you to: 

  • Create a wealth management plan based on your financial picture
  • Manage assets and investments to maximize growth
  • Evaluate tax strategies to minimize taxes on your portfolio
  • Manage risk and identify opportunities
  • Make recommendations based on your priorities and preferences
  • Gifting strategies - private foundations
  • Retirement
  • Stock option planning

Please contact us by using the form below:

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