Investing in growing our community and building a sustainable future
Golden Wealth Management is dedicated to helping families with their investment and retirement needs. Through a holistic approach that is tailored to each individual’s financial situation and goals, we work to help friends, family, and our community build a sustainable future through socially responsible wealth management and investment.
Based in Northeastern Pennsylvania, Golden Wealth Management is a firm that prioritizes the positive impact we can make together. Our duty is to our clients, our employees, and our community, working toward a better world.
Our mission is to empower our clients to invest in companies that align with their values and bring forth positive change in society through their purchases and investments.
What We Value
Compassion, abundance, growth- personal professional and financial, stewardship, learning, curiosity, value, integrity and trust.
What We Believe
Where we spend and invest our money influences the world we live in. A holistic approach to wealth management is best and clients and advisors deserve more / better.