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Everyone is unique. Our team at Goldman Sachs Personal Financial Management specializes in helping people live the life they want through a dedicated, experienced advisor who helps you through dynamic financial planning, and provides personalized investments and other Goldman Sachs offerings for your specific needs.
We have unique solutions tailored to help you understand how to optimize life choices and make appropriate financial decisions throughout your lifetime. Our dynamic process and interactive tools integrate your personal and financial goals, helping you and your family clearly articulate your goals, build a dynamic plan and make trade-offs as life unfolds.
We call it Personal Financial Management. And it will change your life and the way you think about money—one decision at a time.
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VICE PRESIDENT, SENIOR WEALTH MANAGER
At Goldman Sachs Personal Financial Management our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, which means something different for each person.
Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain, or take care of the ones you love, the way you feel about money affects the financial decisions you make every day.
When you understand what your money means to you, you can make clear, smart choices about your financial life. Discover your MoneyMind®now.
We’re here to listen. Tell us about yourself, and we’ll reach out to you at no cost or obligation.
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Want to speak with us now? Give us a call at 833-346-5433
Check the background of these investment professionals on the SEC's Adviser Info site.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and affiliate of Goldman Sachs & Co. LLC (“GS&Co.”), member FINRA/SIPC, and a subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide tax and/or legal advice to its clients, and all clients are strongly urged to consult with their own advisors regarding any potential investment or strategy.