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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
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certified financial planners

We look at the big picture

At Golden Wealth Capital, we work together in determining whether you are on track to meet your goals and then outline your path to overall financial success. We eagerly face the challenge of providing services to address your complicated, ever-evolving financial life. As "Fee-Only Sacramento Financial Planners" 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. 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.