Clients Who Benefit Most from Our Services

At Golden Pond, we serve successful individuals, families and businesses that expect excellence and have made a firm commitment to achieving it in their own lives.

Our clients:

  • Focus on their lives, leaving little time for wealth management
  • Understand the importance of a comprehensive wealth management strategy.
  • Are often quite capable of doing much of their own financial management but respect that professional management leaves time to pursue their own passions in life.
  • Prefer to work with a professional advisor who acts as their personal advocate in all aspects of their financial lives.
  • Share in the realization that by coordinating and managing todayís financial decisions they can better pursue their goals for tomorrow
  • In general, enjoy the confidence that comes from knowing that they are working with one of the top wealth advisory firms in the country (based on brokerage and advisory assets under management through LPL Financial).
  • Require their financial advisors offer access to unbiased research and non-proprietary financial programs
  • Primarily have investment assets in excess of $500,000.

The people who typically benefit most from our services:

Successful in their lives

Have achieved a
comfortable level of
financial security

Focus on quality of life

Enjoy giving back to
their community

Friendly, reasonable,
Open Minded

Interested in Childrenís and
Grandchildrenís Life Issues 

Focused on Family
Wealth Planning and
Preservation issues

Respected in their
careers and in the

Family Oriented