Golden Wealth Strategies

EST. AUM
$0

CONTACTS

CLIENT ACCOUNTS
0

Firm Details

Metro area Washington, DC
CRD Number 329932
Website goldenws.com
Client types

Overview

Jacquelineplans, LLC (dba Golden Wealth Strategies) is an independent Registered Investment Advisor (RIA) headquartered in Georgia. Founded and led by CEO Jacqueline Schadeck, CFP®, AWMA®, the firm provides client-centric wealth management, personalized retirement planning, cash flow strategy, and risk mitigation services. Golden Wealth Strategies delivers structured fiduciary financial guidance to individuals, pre-retirees, and families looking to organize and preserve their wealth.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Golden Wealth Strategies

Platform Details

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