6300 Corporate Blvd.
858 Camp Street
Our multi-generational financial planning approach seeks to provide you with the clarity, confidence and guidance you need to plan for the responsible stewardship of your family’s wealth over generations.
Goss Wealth Management Group will work with you and your spouse on an ongoing basis to develop investment strategies that seek to:
We will also establish a working relationship with your children and grandchildren to help them:
We will also review or develop an estate plan that seeks to simplify the transfer of your estate to family members. We will work with your other professional advisors, including your CPA and attorney, to ensure that all necessary estate-planning documents are in place, and that a plan is effectively coordinated and implemented on your behalf.