GOODSTEIN WEALTH MANAGEMENT LLC

Overview

Goodstein Wealth Management LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, with select institutional work. The firm leans toward equity-centric portfolios and uses exchange-traded instruments as a core implementation sleeve, while supplementing those positions with mutual funds and selected third-party alternative managers. Its advisory services include financial planning, portfolio management and pension consulting, and it charges clients via a mix of percentage-of-AUM, hourly and fixed fees. Investment activity shows a clear tilt toward liquid, publicly traded equities and ETFs as primary building blocks, with alternatives used to add income, inflation protection and diversification. Goodstein Wealth Management is not positioned as an ESG-driven manager, and the adviser does not operate as a multistate or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices