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Guiding first generation wealth clients with full confidence.

Your legacy matters. Being the first generation with wealth in your family is a big responsibility.  High incomes, family planning, divorce, retirement, we are here for you.

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Certified Financial Planners
Fee-Only Financial
Advice
As seen in the news
certified financial planners

Family-office feel without the B.S.

Immigrant founders do things a little different. There seems to be a never-ending desire to achieve greatness in all things. At Golden Wealth Capital, we work tirelessly to achieve that same thing in all areas of your financial lives. We are involved in every financial decision to ensure our clients are receiving the most competitive rates and the highest level of service. If you have a new offer on the table, we will work with your agent/attorney to review the terms of the offer, if you're getting married, we will work with attorneys to prepare your prenup. Real estate transactions are thoroughly planned, examined, and executed as seamlessly as possible. When it comes time to retire or shift careers, we are with you every step of the way, filling out paperwork for you and answering all of your pressing questions. No stone is left unturned. We eagerly face the challenge of providing services to address your complicated, ever-evolving financial life. "Fee-Only Financial Advisors" We are proud to be fee-only financial advisors. Fee-only means that we are only compensated by the fees clients pay for services and not by commissions, kickbacks, or affiliates for recommending certain products. In fact, we don't sell any products at all. We always place our client's best interests first.
Real Advice
Hands-on approach
100%
Client satisfaction
Real Humans
No 1-800 number. Ever.
financial Services overview

Let's set you up for long term sustainable success

Know what works and leverage your data to constantly improve.
Cash Management: This refers to the process of collecting and managing cash flows. Cash is essential for day-to-day financial stability.
Investment Management: Investment Management is another key component of financial planning.

Our Process

Financial Planners you can trust

Meet the Team
Reliable, relatable, trust-worthy
Confidentiality Assured: Strict protocols safeguard your information.
Client Satisfaction: Our clients experiences say it all
Proven Expertise: Don't leave your finances to chance
Continual Learning: Regular training for up-to-date financial advice.
Transparent Communication: Clear, straightforward financial strategies.
Client-first Approach: Tailored advice to match individual goals.

Plan Better. Live Better.

With Golden Wealth Financial Planning
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We're not just your financial advisors; we're your partners, invested in your success.