Introduction: Over the last 15 years in the financial services industry we have worked with both individuals and business owners on their financial planning needs. Typically we find that these clients only get a one dimensional view on how to plan strategically. Golden Tree Wealth Partners, LLC brings more of a 3 dimensional view from the insurance planning, investment planning and tax planning side. We are a unique financial boutique that provides all 3 of these services to our clients. We have a full team that are experts within these 3 dimensions of finance. Our clients get to have a full team on their side, hence, our name "Wealth Partners."
For larger sized business owners that have slowed in growth or may have gone backwards in revenue and profitability we offer an executive suite service called fractional CFO. We have found through our experiences with working with business owners that they become an employee tied into their business doing day to day responsibilities that their employees should be doing. Usually because it has been that way for a long period of time the owners do not see what truly matters in order to grow. Golden Tree Wealth Partners, LLC provides expert financial analysis, bookkeeping, tax filings, general reporting of P&L, and balance sheets. We take a large part of their business and make it easy for owners to understand what they need to focus on to grow and become increasingly profitable. Let us be your wealth partners and grow together!
