Joining the team in 2020, Andrew Gold brings with him a wealth of knowledge from his career with well-known broker-dealer, Edward Jones Investments. With the motto of "Win More By Losing Less", Andrew focuses on tax planning, risk management, and research to identify potential opportunities in the market and joins the team to assist with the day-to-day investment strategy analysis and investor relationships of the office. Viewing every client relationship as a partnership, he is passionate about not only helping his clients understand what is in their portfolio but why it is there. When he is not at the office he may be on the golf course or booking his next hiking adventure with his wife Sandy and his daughters, Michelle and Madelynn.
- Individual Stocks and Bonds
- Tax Planning
- Mutual Funds and ETFs
- Managed Accounts
- 529 College Savings Plans
- Individual Retirement type accounts such as Traditional IRA, Roth IRA
- Business Retirement Accounts including SEP IRA, Simple IRA, 401k, and Owner K plans