Financial Planning & Wealth Management
Our advisors and coaches all undergo a rigorous training program immersed in the unique compensation and benefits offered to their clients.
Leverage proprietary and open-architecture solutions on the Goldman Sachs wealth platform and asset allocation recommendations from the Wealth Management Investment Strategy Group.¹
Across seven key financial planning disciplines: benefits and compensation, retirement, cash-flow, investment, estate, taxes, risk management, and insurance.
Access timely economic and market insights, guidance on implications of regulatory and tax policy changes, and analysis from business and cultural leaders.
Assets under supervision and executive relationship data sourced from Goldman Sachs internal reports, as of December 2024. Client survey response data sourced from survey fielded in January 2023 by Goldman Sachs Ayco. The survey was sent to 12,970 individuals who were clients of at least 12 months, and results are only inclusive of the 2,114 clients who responded. Results are not indicative of future outcomes and should not be relied upon as such.
1. Only available to Executive Wealth and Personal Wealth clients.
2. 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.
