New clients accepted by referral only.


 

Let us help you grow more than wealth


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.


#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

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.


What's next?

As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets. Read the full economic outlook in the latest edition of Global Insight.

Meet the team

Learn more about the Chardukian-Goldstein-Cox Team.


 

Bulletin Board

Latest Insights

The global stock market selloff and the implications for investors

Oct 29, 2020 | Kelly Bogdanova

While it could be a bumpy ride ahead, the greatest deteriorations in economic conditions and equity markets are likely in the rearview mirror.

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.