Generational Wealth Planning | Golden Wealth Management

Generational Wealth Planning — Securing Your Legacy

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Preserving Wealth Across Generations

At Golden Wealth Management, we understand the importance of generational wealth planning. Your wealth isn't just for the present; it's a legacy that can provide for future generations. Our specialized services aim to preserve and perpetuate your wealth, ensuring a lasting impact.

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Shaping legacies that transcend generations.

Building a Lasting Legacy

We work closely with you to create a comprehensive plan that goes beyond individual financial goals. Our focus extends to generational wealth transfer, education funding, philanthropic endeavors, and estate planning, ensuring that your legacy endures.

What We Do

Multi-Generational Wealth Transfer Strategies

Estate Planning & Trust Services

Education Funding Planning

Philanthropic & Charitable Giving Strategies

Tax-Efficient Wealth Transfer Solutions

Legacy Preservation & Maintenance

Secure Your Family's Future

Securing your legacy requires meticulous planning and foresight. With our expertise, we assist in structuring a legacy plan that safeguards your wealth while empowering future generations. Together, we can create a roadmap that ensures your family's financial well-being for years to come.

How can we help you?

2 South Main Street

Suite 400

Pittston, PA 18640

Office: 570-208-7050

Fax: 570-208-7054

Securities are offered through Private Client Services, Member FINRA/SIPC. Investment advice and financial planning are offered through Golden Wealth Management. Golden Wealth Management and Private Client Services are unaffiliated entities.

Securities and Advisory Products are offered in the following states: PA, FL, NC, NY, NJ, AZ, OH, MA, TX

Our financial advisors are registered with FINRA; you can find out more information about us and Private Client Services by going to Brokercheck.

Golden Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Golden Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Golden Wealth Management unless a client service agreement is in place.

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