We have had the privilege of guiding generations of clients, applying discretion and a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to ensure our service is in harmony with all aspects of your life.

From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.

You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.

Services Include

  • Wealth & Investment Management
  • Banking & Lending Solutions
  • Insurance & Annuities 
  • Legacy Planning  
  • Wealth Transfer 
  • Risk Management 

Managing your family’s financial health has never been more challenging. You may also be finding that there is no shortage of advice from any number of sources.

That said, following flawed advice is often cited as one of the top factors that can jeopardize your wealth over time. The Advisors at Goldsberry Wealth Strategies will give you sound advice, that fits your needs.

You may be asking a number of key issues including:

  • How can we reduce our income taxes?
  • What can we do to protect our assets as they pass to our children?
  • How can we best manage our cash and savings to reach financial independence?
  • What are the best strategies to educate our children?
  • How can we protect against death, disability or liability?
  • How much insurance should we have?
  • How much should we contribute to our 401K and Retirement Plans and how should we invest the money?
Managing, growing and preserving wealth for generations is our highest objective.
Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank