Overview

We are Goldman Sachs' newest division, Goldman Sachs Personal Financial Management (PFM). We give clients clarity, confidence and control over their financial decisions. Dedicated to helping you live the life you want, we build our relationship by asking the candid and sometimes difficult questions. Together, we have an honest conversation about money and what matters most to you and your family, across the generations. Our dedicated team of advisors develops a personalized plan, tailored to our clients' values and life goals. This is a lifelong partnership, backed by 150 years of Goldman Sachs expertise, providing unparalleled consistency, perspective, and access.

Goldman Sachs PFM is rapidly expand into the East Bay & Sacramento markets. We have an established relationship with Schwab, Fidelity, and TD Ameritrade - these three custodians are where we custody the majority of our assets, and we provide RIA services acting in a fiduciary capacity.

We're looking for teams who want to continue to serve their clients in a holistic fashion, and focus on more than investment management. To find out more about working with us, either contacts us here on Succession Link or go here: https://___

Market
RIA
Member Level
Basic
Last Activity
within 3 months

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