Financial Planning Emphasizing Tax Efficiency

“A goal without a plan is just a wish.” A. de Saint-Exupéry


Wealth Management

Great chefs prepare signature dishes with well-sourced ingredients, skillfully combined and brought to the table at just the right moment. An effective financial planner is similar - compiling the client’s family, business and financial information into a recipe that provides peace of mind. A comprehensive financial plan considers the impact of unexpected circumstances, from market turns, inflation, business or family events, among others. Our planning methods create a dynamic tool, responsive to conditions as they evolve.  Our plans provide clients with a simple, secure performance dashboard, available whenever you want, wherever you are.

Las Vegas Strip night

Who We Are

Gold Standard Wealth Management, LLC is a companion firm to Gold Standard CPA, LLC, headquartered in Las Vegas, NV.

Tax liabilities significantly impact both wealth accumulation and distribution. Our team crafts solutions to achieve the greatest tax efficiency for our clients. From college funding to retirement planning, spanning all asset classes from real estate to securities, we are laser-focused on tax minimization while complying with the latest changes in the U.S. Tax Code.

What We Do

Simply put, all financial decisions are based upon Five Categories:

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    Stage of Life

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Whether you are just starting out on your first job, a business owner gaining prosperous momentum, or a retiree seeking tax-minimized income, these Five Categories frame your decision-making. Combined with the Four Essential Elements of financial management:

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We provide guidance by viewing each Essential Element through the lens of the Five Basic Categories. Our deliverables simplify the complex, resulting in our clients’ comfort and gratitude.

How We Help

Our business is built upon relationships - not transactions. Our first meeting may take as little as 30 minutes to get to know each other and determine if we are a good fit for you. We will discuss the Five Categories in general terms as well as what you already have in place. You will be asked to gather account documents that we will review together. Once complete, we will present our analysis to you and offer a concise range of recommendations for your consideration. When we agree to move forward together, we will review your plan and accounts annually or more frequently should the need arise.

Leadership Team

Our purpose is your prosperity. Combining entrepreneurial accomplishments with seasoned business acumen, we craft a thoughtful vision of your financial future. Adhering to the notion that we have “two ears, one mouth and use proportionally”, we first listen to you before making suggestions or recommendations.

"No one cares how much you know until they know how much you care" - T. Roosevelt


How To Get Started

The most effective way to get started is to fill out the contact form and select a date and time to meet with us. You will receive confirmation of your appointment by email.

Thank you for visiting Gold Standard Wealth Management, LLC. We look forward to working with you.