Golden Wealth Strategies

Golden Wealth Strategies provides wealth management services primarily through financial planning and consultations, the selection and recommendation of third‑party investment management platforms (including Orion Portfolio Solutions), and educational webinars. The firm generally serves individuals, high‑net‑worth individuals, trusts, estates, and businesses and reports advising approximately $9,991,187 in client assets held on third‑party platforms as of December 31, 2025.

The firm’s investment approach centers on evaluating third‑party model portfolios and asset‑allocation strategies using fundamental analysis, monitored continuously with formal annual reviews and rebalancing, while third‑party platforms are generally granted discretionary trading authority. Financial plans and planning reports are delivered in writing within four months, and the firm discloses and monitors fee‑sharing arrangements and other conflicts arising from recommending or referring clients to outside managers.

Noteworthy features that distinguish the firm from most peers include offering public financial education webinars, formal endorsement/compensated solicitor arrangements, and a client referral program that provides modest gift‑card payments to referring clients—practices the brochure identifies and discloses as part of its marketing and referral model. The brochure also discloses that the firm’s principal is a licensed insurance agent who devotes a portion of work time to selling insurance, a dual role the firm notes as a potential conflict of interest and addresses through disclosure and oversight.