Advisor at Golden Wealth Strategies
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Firm
Golden Wealth Strategies
Location
Atlanta, GA 30328
Credentials
CFP®
Industry experience
7 years
Jaqueline Schadeck is a CFP® professional with seven years of experience in financial advising. She is the principal of Golden Wealth Strategies, where she has worked since 2019. Prior to founding her firm, she held roles at several wealth management firms including AE Wealth Management, Impact Partnership Wealth, and Capitalwize. Outside of advising, she is an independent insurance agent and author. Golden Wealth Strategies provides wealth management services and recommends third-party investment management platforms rather than managing client assets directly. The firm uses fundamental analysis and ongoing review to select and monitor recommended strategies, and offers written financial planning and educational webinars.
Based on Golden Wealth Strategies
Based on Golden Wealth Strategies
Fixed fees for financial planning and consultation services range from $3,500 to $10,000, negotiable and outlined in agreement
Hourly rate of $350 used for proration of financial planning fees upon early termination
Minimum fee: Fixed fees for financial planning and consultation services range from $3,500 to $10,000
7000 Central Parkway, Suite 1100
Atlanta, GA 30328
Georgia · Maryland
Jacquelineplans, LLC d/b/a Golden Wealth Strategies
2024 - Present (2 years)
AE Wealth Management, LLC
2023 - 2024 (1 year)
Impact Partnership Wealth, LLC
2023 - 2023 (1 year)
New Perspective Financial Solutions
2023 - 2023 (1 year)
Capitalwize, LLC
2021 - 2023 (2 years)
Jacquelineplans, LLC d/b/a Golden Wealth Strategies
2019 - Present (7 years)
Sherrill and Hutchins Financial Advisory
2018 - 2021 (3 years)
Tailored Wealth Management
2017 - 2018 (1 year)
Inspiring Wealth
2016 - 2018 (2 years)
Apex Financial Services
2014 - 2017 (3 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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