Our mission is to create a holistic approach to working with our clients by gaining an in-depth understanding of their needs, opportunities, and goals. This approach is both personal and comprehensive, integrating investment management and asset protection.
Our team is comprised of highly experienced and skilled professionals that will collaborate under one vision - to help you preserve, grow and optimize your wealth. Our team is also supported by a network of professionals that are trained in individual and business financial strategies.
Our team is committed more than ever to our clients, to our charity work, and our lasting impact on the future. We’re proud to introduce our new website along with our new name… The Goldman Wealth Advisory Team.
George Goldman
Financial Planner | Financial Services Executive | Investment Advisor Representative
Christopher Holley
Financial Planner | Financial Services Executive | Investment Advisor Representative
Peter Greco, CASL®, ChFC®, MBA
Financial Planner | Financial Services Executive | Investment Advisor Representative
David Beeman, CFP®
Financial Planner | Financial Services Executive | Investment Advisor Representative
Eric M. Gerhard, AIF®
Financial Planner | Financial Services Executive | Investment Advisor Representative
Community Involvement
We are deeply committed to our community. We actively support local initiatives, volunteer our time and resources, and strive to make a positive impact. Through partnerships and charitable endeavors, we aim to strengthen the fabric of our community and contribute to its growth and well-being.