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Ross G
Series 66
Delray Beach, FL
Gemstone Wealth Management
Ross Goldstein is a financial advisor with Gemstone Wealth Management in Delray Beach, FL, holding a Series 66 designation and seven years of industry experience. Prior to founding Gemstone Wealth Management in 2023, he worked at Bank of America and Merrill from 2018 to 2023, and was employed at the Visiting Nurse Service of New York from 2015 to 2018. Gemstone Wealth Management is an independent, fee-only advisory firm serving individuals, high-net-worth clients, businesses, and employer retirement plan sponsors. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing both passive and active investment strategies and providing institutional services uncommon for a solo advisory practice.
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