Goldman Wealth Management

EST. AUM
$119,967,372

CONTACTS

CLIENT ACCOUNTS
168

Firm Details

Metro area San Diego
CRD Number 290153
Website goldmanwm.com
Client types

Overview

Goldman Wealth Management (legally operating as Goldman Wealth Management & Associates, LLC) is an independent, registered investment adviser (RIA) headquartered in San Diego, California. Founded and led by seasoned wealth advisor Sheldon Goldman, CFP®, the boutique firm operates under a strict 100% fiduciary mandate of care to deliver bespoke, client-centered financial lifecycle guidance. Moving away from traditional transactional stockbroking, the firm provides unified portfolio stewardship, multi-scenario lifestyle cash flow mapping, tax-aware investment designs, and targeted insurance reviews. They primarily focus on helping individual retail clients, affluent couples, and multi-generational households successfully navigate major lifetime transitions, specialized retirement distributions, and structural estate objectives. The firm's core investment philosophy values long-term game plans over volatile, high-risk tactical trading. Instead, they apply precise qualitative and quantitative stress-testing metrics to build globally diversified asset allocation matrices—heavily utilizing liquid exchange-traded funds (ETFs) and tax-efficient institutional mutual funds to promote sustainable capital growth and enduring retirement peace of mind.

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

Goldman Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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