Personal Planning
Personal Planning
For 50+ years, we've supported corporate leaders and those with increasingly complex finances through a workplace benefit that delivers planning strategies and guided implementation¹ to help them build wealth, protect assets, and optimize time and effectiveness.
What Employees Can Access
A Dedicated Wealth Advisor
Through planning and guided implementation¹ across financial disciplines, we help optimize time and effectiveness for busy leaders.
Optimized Benefits
Our advisors are immersed in the nuances of your company's offerings to help employees get the most out of their total compensation package.
Proactive Risk Management
We help educate employees on new exposure to regulatory and reputational risk (e.g., stock ownership requirements and/or sale windows).
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Our advisors provide the guidance employees facing increasing financial complexity need to simplify their life.”
Kyle Kinowski
Head of Personal Planning
Integrated Financial Planning
Insights from Goldman Sachs
Our Corporate-Sponsored Workplace Solutions
FEATURED PROGRAM
Executive Wealth
Dedicated advisors deliver full-service coordination and implementation assistance to help busy leaders build wealth, manage risk, and optimize their unique financial opportunities.¹
1. Please note that clients determine if / how financial planning guidance should be implemented. Any implementation of financial plans through Goldman Sachs Ayco or an affiliate is done so by entering into separate agreements.
Work With Us
Start a conversation about how Goldman Sachs Ayco can help your employees maximize the value of their benefits and compensation through personalized guidance around their unique financial needs.
Goldman Sachs Wealth Services Disclosures
Advisory services offered by Goldman Sachs Wealth Services, L.P. (the “Adviser”), a registered investment adviser, affiliate of Goldman Sachs & Co. LLC ("GS&Co."), and a subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Goldman Sachs Ayco is a brand of Goldman Sachs Wealth Services, L.P. Brokerage services are offered through GS&Co. and Mercer Allied Company, L.P. (a limited purpose broker-dealer), both affiliates of the Adviser and members FINRA/SIPC.
As of March 28, 2025, The Ayco Company, L.P. changed its legal name to Goldman Sachs Wealth Services, L.P.