New clients accepted by referral only.


 

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Adam Goldstein named one of Forbes/SHOOK Best-In-State Wealth Advisors

At The Chardukian-Goldstein-Cox Team we are very proud that Financial Advisor Adam Goldstein was named a Forbes/SHOOK Best-In-State Wealth Advisor in 2020. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Adam!

Value statement

We endeavor to provide the same solutions and services to individuals and businesses that we would apply to our families and ourselves, given the same circumstances. We do this by carefully listening to our clients' concerns, analyzing the information received, making recommendations, assisting with the implementation of our agreed upon plan and reviewing as needed.


Have you switched jobs recently?

If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.


A time of transition

While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.

 

Meet the team

Learn more about the Chardukian-Goldstein-Cox Team.


 

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Latest Insights

senior father jogging with adult daughter

How to protect your aging parents from financial missteps

Feb 14, 2020 | RBC Wealth Management

While the potential for fraud or age-related diseases can't be eliminated, start the conversation now with your parents to mitigate the impact.

Read more

SECURE Act: Possible changes to your retirement planning strategy

The Setting Every Community up for Retirement Enhancement (SECURE) Act changes may affect your plans for retirement. The primary goals of the SECURE Act are to expand retirement savings, preserve retirement income, simplify existing rules and improve qualified retirement plan administration. Contact us if you have questions about your plans for retirement and the SECURE Act changes.