Our Approach

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work with our client’s attorney and CPA to help bring clarity and comfort to it by guiding our clients — and their families — through the process. Our clients typically have questions about issues like how to preserve their wealth, how to manage their taxes, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

Honored to receive industry recognition

  • We are honored and thankful to serve each of our clients and their families now and in the future – and we’re excited to share that Jon Goldstein has been recognized by Forbes on the Best in State Wealth Advisors for 2018, an honor awarded to a select group of advisors for quality of service and success in business and ethics.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Choices

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)