Top financial advisors in Pittston, PA
We’ve curated a list of the best financial advisors in Pittston, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$118,047,000
Number of advisors
4 advisors
| $118,047,000 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Pittston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pittston. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$118,047,000 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Pittston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pittston. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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