Broker Check
Andrew Gold

Andrew Gold

VP, Wealth Management

Joining the team in 2020, Andrew Gold brings an extensive background on the Investment Portfolio management side of the business, honed through his tenure with renowned broker-dealer, Edward Jones Investments. Guided by the principle of "Win More By Losing Less," Andrew prioritizes risk management and meticulous market research to recognize potential opportunities in the market. As the VP of Wealth Management, he plays a pivotal role within the team contributing to daily investment strategy formulation and analysis, working with clients on their investment portfolios, and organizing the support team at Prestige Wealth. Andrew approaches each client interaction as a collaborative partnership, demonstrating a fervent dedication to not only understanding portfolio compositions, but also the rationale behind them and why they are there.

Having spent his formative years in the San Antonio, TX area, Andrew pursued higher education at a private Catholic University, Our Lady of the Lake on a golf scholarship before transferring to the University of Texas at San Antonio (UTSA) to pursue a degree in Finance. Beyond the confines of the day-to-day in the office, he is passionate about being a Carroll Dragon Family, enjoying time on the golf course, or adventuring outdoors with his wife, Sandy, and daughters, 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