Michael Gold of Westport Redefines How to Evaluate Wealth Managers
Choosing a wealth manager is one of the most consequential decisions a family makes, yet many families approach it in ways that set them up for disappointment. They focus on credentials displayed on a website, past performance numbers, or how polished a pitch deck looks. Michael Gold, founder and CEO of Gold Family Wealth in Westport, Connecticut, says those criteria miss the point entirely.Gold has spent more than 25 years working with...