Our personal financial advisors, backed by the power of Goldman Sachs, can partner with you to tailor a financial strategy to meet complex financial planning, investing and estate planning needs.
A dedicated PFM advisor can partner with you to craft a financial plan tailored to you as a roadmap for building your portfolio. Our advisors will:
Learn about our personalized planning process in our 5 steps retirement guide.
Based on the financial plan we tailor to you, your advisor will put the Goldman Sachs' resources to work for you to:
Your advisor can help you navigate the firm’s in-house resources in estate planning and coordinate with your legal and tax advisors to:
Learn more about the potential benefits of tax-advantaged vehicles and strategies by reading our guide Creating your legacy.*
*Goldman Sachs Personal Financial Management does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.
Tell us about yourself at no cost or obligation.
By submitting this information, you hereby authorize and request that PFM contact you at the number submitted through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services and you acknowledge that PFM will use your information as described in its Privacy Policy and Terms of Use. PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.
To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.