The Goldfinch Difference

A CULTURE OF SERVICE, NOT SALES

Ongoing & Proactive Financial Planning

NOT A SINGULAR TRANSACTION

We work to anticipate your needs as you go through your journey in life. Change is imminent; estate & tax laws, the economy, and markets will all fluctuate with time. We cannot control this, but we can control how we manage these changes. Because we have taken the time to understand your unique situation, our team can look through a proactive lens and create an organized approach to prepare you for whatever life throws your way.

Custom Investment Management

WE DON’T PUT YOU IN A BOX; WE BUILD A BOX FOR YOU.

Our purpose is not to tell you what strategy or investment product to use, but to listen, understand, and outline the best options available to you. We offer fiduciary insights with a focus on creating long-term success while balancing the day-to-day complexities of life. Whether you crave a collaborative approach or prefer to be totally hands off, we will help you make wise decisions by tailoring our approach to meet your needs.

Independent Advice

As a privately owned, independent financial planning and wealth management firm, we are able to create the type of firm that we would want serving our own family, our friends, and ourselves. With no proprietary financial products to sell or corporate quotas to reach, we can hold fast to our core belief that everyone deserves financial security through objective advice.

Advice, Not a Sales Pitch

Roy Janse and Ashton Lawrence are both CERTIFIED FINANCIAL PLANNER™ professionals, as well as hold the Accredited Investment Fiduciary® designation. The Goldfinch Wealth Management team adheres to principals that we should act in clients’ best interests. The fiduciary standard stands in contrast to the much lower sales “best-interest” standard to which most financial advisors are held. Our advice is never driven by sales commissions, which positions us to provide impartial and objective advice.

Advice, Not a Sales Pitch

Comprehensive Care

Wealth management is more than just investment management, asset preservation or retirement planning. Our experience has shown all aspects of one’s financial life are interwoven to some degree. From taxes, to cash flow, legacy planning and more, financial success cannot be achieved without taking a comprehensive approach that incorporates one’s entire financial picture. Though more complex and time intensive, we are committed to providing our clients with the comprehensive service they deserve.

Disciplined Investment Management

Using our disciplined investment philosophy, we thoroughly review investment options via a proprietary 200+ data point process, fed with data from dozens of global research partners. We leverage a broad range of software solutions, including one that the majority of the top Fortune 100 firms utilize to help analyze assets. Our approach assists us in better understanding and articulating your portfolio’s risk and growth potential. Ongoing economic abs market analysis allows us to make proactive investment changes, further enabling us to confidently implement and adjust strategies that help our clients pursue their unique goals.

Objective Fiduciary Guidance

Collaborative Team Approach

From our highly qualified local team, to the hundreds of support staff at our broker-dealer Commonwealth Financial Network, and dozens of other research & resource partners across the globe, we have the depth and breadth to provide quality solutions and service. We have also cultivated long-standing relationships with other professionals who can help guide and implement specific aspects of your financial plan, including Estate Planning Attorneys, Certified Public Accountants, Property & Casualty Insurance Agents, Lenders, and more. You have all the expertise you need to help work towards your goals.

Proactive & Continuous Planning

You cannot predict the future, but you can certainly plan for it. Our comprehensive planning approach is not a one-time financial plan, but a continuous planning process that starts the day we begin working together, through our entire relationship and the next generation. By taking the time to comprehensively understand the full picture of your financial situation, we are equipped to help you stay on top of your financial situation, whether that be your investments, cash flow, taxes, or any other planning need.

Proactive & Continuous Planning

Employee Wellness Programs

Employees who are confident in their financial wellness are more likely to feel that they can effectively manage their day-to-day finances. The employer-sponsored retirement plan is a great tool that allows you to reward tenure, provide employees financial support, and incentivize good saving behaviors. For many, it will likely become their biggest savings asset. However, we realize that merely providing a tool and educating employees about the existence of the benefit is no longer enough. At Goldfinch Wealth Management, we go beyond the traditional 401(k) “investment-only” speak and provide personal financial coaches to help employees get and stay on track for their retirement goals, to the benefit of both employee and employer.