Michael Gold’s Advice for Families Choosing a Wealth Manager
Selecting a wealth manager ranks among the most consequential financial decisions a family will make, yet Michael Gold Westport says many people approach the process backward. Instead of asking questions that predict a lasting relationship, they fixate on credentials and past performance, both of which reveal little about how an advisor will actually behave when it matters most.Gold, founder and CEO of Gold Family Wealth in Westport,...