Golden Pond Wealth Management is an independent, fee-only Registered Investment Adviser (RIA) that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm specializes in providing personalized financial planning, retirement planning, and investment management services. Their approach focuses on building long-term relationships and creating customized financial strategies to help clients achieve their life goals, from wealth accumulation and preservation to legacy planning.

Founded in

United States