Broker Check
Andrew Gold, CTS®, FPWMP®

Andrew Gold, CTS®, FPWMP®

VP, Wealth Management

817-637-8121

817-576-3155

andrew@pwealthmgmt.com

Andrew Gold joined Prestige Wealth Management in 2020 and brings a strong background in portfolio management and advanced tax strategy. Guided by his core philosophy — “Win More by Losing Less” — Andrew emphasizes disciplined risk management, rigorous market research, and proactive planning to help clients pursue their financial objectives with greater confidence.
 
As Vice President of Tax Strategy and Wealth Management, Andrew plays an integral role in the firm’s daily investment strategy and client advisory process. He works closely with individuals and families on portfolio construction, year-round tax planning, and the coordination of Prestige Wealth’s integrated support team. Known for his collaborative approach, Andrew is committed to understanding not just what clients own, but why they own it — aligning each decision with their broader financial picture.
 
Originally from the San Antonio area, Andrew attended Our Lady of the Lake University on a golf scholarship before transferring to the University of Texas at San Antonio (UTSA), where he pursued his degree in Finance. Andrew currently holds the FPWMP® and CTS® designations
 
Outside the office, Andrew is deeply grounded in his faith and enjoys spending time on the golf course and outdoors with his wife, Sandy, and their children, Andrew, Michelle, and Madelynn.

Fun Fact: Andrew and his oldest daughter Michelle made a goal to visit every National Park in the US by the time she goes to college (Class of 2034).

Andrew's comprehensive suite of services includes:

  • Custom Tailored Portfolios of Stocks, ETFs and Bonds
  • Tax Planning and Strategy
  • Comprehensive Financial Planning
  • 529 College Savings Plans
  • Individual Retirement Accounts such as Traditional IRA and Roth IRA
  • Business Retirement Accounts including SEP IRA, Simple IRA, 401(k), and Owner K plans

Certified Tax Specialist™ (CTS®)

This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on personal income taxes and methods to reduce tax liability. The combined top state and federal bracket can easily exceed 40%. CTS® certification requires mastery of the basic income tax formula and its computation, retirement plans, deductions, credits, capital gains, depreciation, payroll taxes and tax planning. According to IBF, "No one likes to talk about taxes. Most people are intimidated by the subject matter. Yet, tax reduction can be surprisingly easy."

The student must pass two comprehensive exams, complete a written case study as well as adhere to the IBF
Code of Ethics and IBF Standards of Practice as well as fulfill annual continuing education requirements. The
CTS® program is designed for brokers and advisors who have clients interested in maximizing their after-tax
returns as well as reducing their overall tax liability.