Holistic. Disciplined. Transparent.

We help you protect and grow your wealth by delivering a robust offering, highly personal experience, and access to world-class resources and technologies. In addition, we collaborate with your accountants, attorneys, and other trusted advisors to simplify your financial world.

Protect & Optimize Your Wealth

  • Financial and retirement planning
  • Wealth and investment management
  • Tax planning and management
  • Estate and trust services
  • Insurance and risk management
  • Financial literacy and education
  • Coordination with other professionals
  • Concierge-level client service

Resources

Custody Provider

Goldman Sachs Advisor Solutions offers independent advisors access to institutional-grade solutions and custody services. We transform the advisor experience with an intuitive, digital-forward platform that enhances transparency and gives advisors greater control over their businesses. Our modern, nimble, and ever-evolving open architecture network connects advisors to best-in-class services and tools. More than just a custodian, we are a gateway to the institutional power of Goldman Sachs.

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Goldman Sachs Advisor Solutions is a brand of Folio Investments, Inc., d/b/a Goldman Sachs Custody Solutions (GSCS) and Goldman Sachs & Co. LLC (GS&Co.), which are subsidiaries of The Goldman Sachs Group, Inc. Custody, clearing and certain brokerage services are provided by GSCS, an SEC registered broker-dealer and member FINRA/MSRB/SIPC. Additional brokerage services offered by Goldman Sachs Advisor Solutions are provided by GS&Co., which is an SEC registered broker-dealer and investment adviser, and member FINRA/MSRB/SIPC

Technology Partners

Since launching in 2005, the Black Diamond® Wealth Platform has been at the forefront of cloud-based financial technology.
Today, financial management firms leverage the platform to streamline operations, deliver business insights, and connect with both prospects and clients to build long-lasting relationships.

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Let’s Discuss Your Vision

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