Golden Goose Wealth Planning

Overview

Golden Goose Wealth Planning is a small, independent RIA organized as a limited liability company that focuses on serving individual and family clients. The firm acts as a capital allocator and provides comprehensive financial planning, portfolio management for individuals and small businesses, and selection of other advisers when clients require specialist strategies. Its advisory model blends percentage-of-AUM billing with hourly and fixed-fee arrangements, which supports both ongoing asset management relationships and one-off planning engagements. Investment activity is centered on pooled public funds and mutual funds rather than direct stock-picking or heavy use of liquid ETFs, and the firm leverages outside advisers where appropriate to fill capability gaps.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices