High-net-worth Individuals and families
We work with successful families and individuals
to manage all aspects of their wealth in ways that address not
only the financial but also the emotional, charitable and heritage aspects of their wealth.
The success of
a financial plan is not just the money but the effect it
has on your life, your family, your community and
the peace of mind it creates for you.
We work with you, your family, your legal or
financial advisors and our network of professionals to design
a financial plan
that manages your wealth, maintains your lifestyle and assures
that your legacy lives on.
find out how Goodwealth can help you and/or your family.
We listen carefully to our clients. We view the process as the
development of a deeply personal relationship that paves the
way to an informed, effective and fulfilling plan for the future.
Consulting & Executive
As your company grows, so will your responsibilities. Having
a collaborative team continually working with you, enables you
to control your money and wealth more effectively, so you can
focus on your business.
We realize that a company’s most valuable
resources are its employees. Ensuring that your employees
their efforts is critical and often incorrectly implemented.
Goodwealth examines the issues like Employee
Benefits, Executive Compensation, Succession Planning and
Funding, Retirement plans,
Pension Plans etc.. to help you attract and retain