Westport Advisor Michael Gold Says Coordination Is the Heart of Real Transparency
The word transparency gets used constantly in financial services, but Michael Gold believes the industry has settled for a shallow version of it. For the Westport, Connecticut-based founder of Gold Family Wealth, transparent advising is not about disclosure forms. It is about giving clients a clear view of how every piece of their financial life connects.Gold has spent 25 years watching affluent families lose value not because of bad advice, but...