Headquartered in New York City, Marc Goldstein Associates is a boutique, comprehensive financial services firm committed to providing high-touch client service. With over 28 years of industry experience, Founder and CEO Marc Goldstein takes a goals-based approach to employee benefit, succession, estate, retirement, and higher education planning.
“Having built my business entirely through referrals, I recognize the power of networking and want to be surrounded by other premier wealth management firms who are eager to collaborate and share best practices,” said Goldstein. “After speaking with several Kestra Financial-associated firms, I decided to make the leap as well.”
Goldstein and his team assist small business owners, not-for-profit organizations, and high-net-worth individuals with all stages of wealth accumulation, preservation, and generational transfer.
“Marc’s journey speaks to the power of the community we’ve cultivated here at Kestra Financial,” said Daniel Schwamb, Executive Vice President of Business Development at Kestra Financial. “We are proud to welcome Marc to the Kestra Financial family and look forward to supporting the team’s growth with the robust resources of our home office and integrated technology stack.”
About Kestra Financial
Kestra Financial, a division of Kestra Holdings encompassing the Kestra-branded broker-dealer and investment advisers, provides a leading independent wealth management platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,800 independent financial professionals in delivering comprehensive securities and investment advisory services to their clients.
The Kestra Financial division includes Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra IS, Kestra AS, or Kestra PWS are not affiliated with other entities referenced in this publication.
For more information about Kestra Financial, please visit www.kestrafinancial.com.