Go Wealth Management

GO Wealth Management provides investment and wealth management services to a broad client base that includes individual and high‑net‑worth clients, trusts, estates, foundations, and employer‑sponsored retirement plans. The firm offers discretionary and non‑discretionary portfolio management, financial planning, consulting, insurance‑related advice, and sub‑advisor arrangements.

The firm implements written client profiles and investment plans that emphasize asset allocation across mutual funds, ETFs, bonds, cash and limited alternative investments, with periodic review and rebalancing and trading authority exercised when authorized. For employer‑sponsored plans GO Wealth provides ERISA 3(21) advisory and 3(38) discretionary manager services, prepares investment policy statements, produces quarterly monitoring reports, offers participant education, and uses a third‑party platform to manage held‑away participant accounts while avoiding custody.

Compared with many peers, GO Wealth is notable for its formal affiliation with pension consulting and fiduciary outsourcing activities and for operating from multiple offices—both features the firm discloses as creating potential conflicts that it seeks to manage through policies and disclosures. The firm also integrates financial planning into its advisory relationships, favors institutional share classes where available, employs a team‑based research approach, and uses sub‑advisors and custodial relationships to support ongoing monitoring and reporting.