Gold Standard Wealth Management can help improve your retirement plan strategy and administration. We provide the expertise of a CPA firm along with the expertise of a Registered Investment Advisory firm for cost efficient setup, accounting, and investment management services.
Consultation: Our firm can customize an individual retirement plan specifically tailored to meet your individual needs.
Rollovers/Distribution: Our firm can customize a retirement plan rollover/distribution strategy designed to minimize your taxes.
Tax Planning: Our firm gladly practices individual, gift and estate tax planning designed to compliment your overall wealth management strategy.
Tax Preparation Our firm gladly performs Income, Gift and Estate tax preparation.
Portfolio Management Our firm gladly provides fiduciary quality portfolio management on an asset under management basis.
Other Investment Advisory: Services Our firm provides other fiduciary quality services as required by individual clients, such services are usually performed on an hourly basis.
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Gold Standard Wealth Mgt,
18205 N. 51 Ave #121-1
Glendale, Az 85306
Phone: 602 843-0213
Fax: 602 843-0253 schule@gswealthmgt.com
"Our firm does not sell securities. We are independent from any brokerage firm or insurance company"
