Golden Goose Wealth Planning

Overview

Golden Goose Wealth Planning is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients, offering fee arrangements that include a percentage-of-assets model alongside hourly and fixed-fee engagements. Core advisory services listed in regulatory filings include financial planning, discretionary portfolio management for individuals and small businesses, and selecting other advisers on behalf of clients. The firm is designated as a capital allocator, though its filing does not show a broad roster of external alternative managers. Golden Goose does not identify as an active ESG investor, nor does it operate as a multi-state or pension consultant adviser according to available information.

Assets & Accounts

Public Holdings

Investments & Alternatives