Sheldon Goldman

Background

About Sheldon Goldman

A person’s net worth is often depicted as their assets minus their liabilities. But you know that your financial picture is so much more than numbers on paper. These numbers don’t reflect the blood, sweat and tears that went into building a successful career or business. They don’t display your emotional attachment to the home you raised your children in. They don’t outline your dreams for the lasting legacy of your wealth once you are gone. Like you, I believe that successful financial planning goes well beyond the balance sheet, and this belief is reflected in the way I serve my clients through caring, connecting, and instilling confidence in them. To me, it’s all about creating and maintaining a lasting connection between advisor and client that is built on trust and nourished by the mutual understanding of your personal financial goals. As a Senior Wealth Advisor, I bring over 25 years of experience to my clients who are in all stages of life. I bring a vast knowledge of investments, retirement, estate and tax planning strategies to help clients make wise decisions that will guide them towards the ultimate goal of realizing their life’s aspirations. I do this by building long-term relationships with my clients and leveraging the deep understanding that these relationships foster to design and implement solutions for protecting and growing their wealth so they can enjoy life with more rewards and less worry. I am also an advocate and expert in the charitable planning space, which has proven to be immeasurably fulfilling for both me and my clients. Since beginning my work as a wealth advisor in 1991, I have been on the same mission, which still inspires me today: To enrich the lives of those I serve through the superior care of their wealth and financial wellbeing. My greatest satisfaction comes from making a tangible difference in the lives of others.