GO Wealth Management
Now is the time to maximize your investments.
With decades of experience, a client-focused approach and independence from outside pressures, GO Wealth Management brings the right tools to help you make the most of your assets. Our team identifies asset-building and wealth management opportunities so that you can GO for your goals.
Led by Gwen S. O’Connell, CPC, AIF®, this Registered Investment Advisory firm provides a comprehensive and customized approach to investments that fit you.
Delivering personalized services for all your years.
We plan for all the phases of life, offering a wide range of investment management and financial planning services. This includes designing plans for retirement, education, philanthropy and special situations. We provide comprehensive tax planning and estate design. We consider the potential risks in life, and work to insulate your finances and future from them.
Learn more about how we can help you with financial planning for retirement; taxes and estate; investment management; risk management; and private client services.
Are you in need of an ANNUITY MAKEOVER?
Getting a fresh start with a new look and feel and all the latest trends can really make a huge difference!
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