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
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
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
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.
Comprehensive Care
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 and 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
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 and 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.
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.