We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
We become a team, working together in all aspects of life. Planning ahead for weddings, buying a new car, or celebrating retirement with a new hobby or living independently and comfortably. We help you manage life, and give you the confidence to enjoy it.
The Advisors at Goldsberry Wealth Strategies focus on helping people achieve a life well lived. Whether you are retired or contemplating retirement, a business owner or professional, a single independent woman, or an affluent or suddenly affluent family or individual, we strive to create a warm yet professional environment for you to feel both confident about your financial future and at ease on an interpersonal basis.
The Advisors at Goldsberry Wealth Strategies offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, attitudes, preferences, and goals.
Your custom strategy will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
Senior Client Services Manager
Client Services Manager
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.