Golden Wealth Management

Golden Wealth Management LLC is a financial advisory firm established in September 2018 and based in Pittston, PA. The firm specializes in portfolio management services tailored to individual client goals, offering model portfolios such as All Cap Opportunities, Rising Retirement Income, and Dividend Value. Additionally, they provide financial planning services covering investment, life insurance, tax, retirement, college, and debt/credit planning. Golden Wealth Management LLC acts as a fiduciary, seeking to make investment decisions in the best interest of clients without considering their own financial interests. The firm requires a minimum account size of $25,000, which may be waived at their discretion. They charge an annual fee for portfolio management services up to 1.5% based on assets under management, billed monthly in advance. The firm offers hourly financial planning services at $250 per hour, with fees waived for clients utilizing portfolio management. Golden Wealth Management LLC does not participate in wrap fee programs and does not accept performance-based fees. They provide discretionary investment services, allowing them to make investment decisions without client approval, and offer clients the ability to impose restrictions on their investments based on personal values or beliefs. The firm does not have any disciplinary actions, bankruptcy petitions, or financial conditions that may impair their ability to meet client commitments. Clients receive quarterly statements detailing account activity and fees, and the firm reviews accounts annually to ensure they align with client needs and risk tolerance levels. Golden Wealth Management LLC also offers proxy voting services and assists clients in participating in class action lawsuits.