Austin, TX South 1st Street Office
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Goldman Sachs Wealth Services
Enterprise
Firm-wide stats for Goldman Sachs Wealth Services
About
Goldman Sachs Wealth Services advises a broad client base that includes individual investors (both non‑HNW and high‑net‑worth), corporate and employer‑sponsored participants, executives, plan sponsors, and institutional clients. It delivers financial planning and portfolio management alongside related offerings such as Private Family Office services, Specialized Executive Wealth programs, Financial Wellness and SurvivorSupport/TransitionalSupport programs, and access to Alternative Investments.
The firm’s advisory teams (Wealth Advisors and Ayco PMG) tailor plans and portfolios to client objectives, using strategic and tactical allocation models produced by the Private Wealth Investment Strategy Group (ISG), manager selections by the External Investment Group (XIG), and both discretionary and non‑discretionary implementations. Clients can be served via a range of fee arrangements and platforms—including strategy‑based accounts, centrally managed strategies, and comprehensive pricing programs—and the firm describes operational tools such as model rebalancing, tax‑aware techniques, and the use of proprietary and third‑party analytics (including AI) in research and implementation.
Compared with peers, the Adviser’s integration into the broader Goldman Sachs ecosystem is notable: it references affiliated capabilities across GS&Co., GSAM, Ayco, Goldman Sachs Bank USA and other Goldman Sachs affiliates that function as a bank, asset manager, broker‑dealer, and counterparties subject to swap‑dealer and futures‑merchant regimes. It also documents less common client touchpoints for an enterprise adviser—participant or subscription‑style pricing for Financial Wellness and program services, periodic research/educational publications and seminars, pension/plan consulting and municipal advisory relationships, and specialized teams (e.g., Sponsors Coverage Group) for clients with concentrated private equity or hedge fund exposures—while noting these affiliations create both expanded product access and additional conflicts of interest disclosed in the brochure.
Based on Goldman Sachs Wealth Services
Expertise
Based on Goldman Sachs Wealth Services
Location
401 South 1st Street, Suite 1325
Austin TX 78704
Advisors at this office
3
Advisors at this office
Jonathan G
Series 66
Austin, TX
Goldman Sachs Wealth Services
Jonathan Greeson is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2018, following five years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm utilizes centralized investment resources and model portfolios, delivering services through a combination of discretionary and non-discretionary managers within a large integrated financial group.
Michael S
CFP®, Series 63
Austin, TX
Goldman Sachs Wealth Services
Michael Sullivan is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Goldman Sachs Wealth Services since 2018. His prior roles include positions at Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, and Valhaven Wealth. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate sponsors, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions and operates within a large integrated financial group with a range of specialized services.
Nicholas P
Series 66
Austin, TX
Goldman Sachs Wealth Services
Nicholas Parnell is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 credential. He has one year of industry experience and has worked at Goldman Sachs since 2021. Outside of his advisory role, he works part-time as a high school basketball referee in Central Texas. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers a range of financial planning and portfolio management services, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.
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