Experience the freedom of independent financial advice.

Find out how Gould’s friendly, relationship-driven process provides the confidence you need to move ahead.

State-of-the-art money management, uniquely designed for you.

Discover Gould’s personal, sophisticated, and careful approach to wealth management, bringing clarity and peace of mind to your financial life.

Our team of skilled and trusted advisors, always puts your interests first.

Experience the satisfaction of working with an independent, employee-owned firm that is personally invested in you and the larger community.

The Highest Standards

As a registered investment adviser regulated by the US Securities and Exchange Commission (SEC)*, Gould is a fiduciary, which represents the industry’s highest standard in the management of client assets. Simply put, it means that our clients’ interests always come first.

Alignment of Interest with Clients

Gould is a discretionary asset manager; this means that our clients authorize us to make ongoing investment decisions on their behalf, consistent with the objectives of their selected investment strategies.

As an independent firm, we are free to select only those investments that best serve our clients. Getting started as a Gould client is easy and straight-forward. 

Financial Goals

We help our clients manage their unique financial situations as they traverse a variety of important life events. Our clients are individuals and organizations with portfolios that range in size from approximately $1 million to in excess of $20 million. Gould’s experienced investment professionals can design a sound portfolio strategy to fit your needs and achieve your financial goals.

Getting started is simple: We’ll meet with you in person, by phone, or by video-conference, according to your preference, to learn in detail about your current financial situation and clarify your goals and aspirations for financial security.



The Gould Difference

Gould is different in ways that count.

This includes our innovative strategies, the tools and methods we use to implement those strategies, and the way we customize our services to meet the needs of each client. From our proprietary PIMS™ software, to our extensive expertise in portfolio management, we seek to distinguish our firm through a culture of superior service.

Our clients quickly come to appreciate the courtesy, responsiveness and attention they receive from Gould staff. Find out more about The Gould Difference, and how we can help you reach your financial goals.

The Gould Standard

Today’s news cycles, events, and markets are intertwined. The Gould Standard is a blog and newsletter offering our perspectives and advice into how they are connected and are affecting investment decisions. To read the latest Gould Standard, click here. You can also find us in the Claremont Courier, where we write a monthly investment column.

News & Events

Happy Announcements

We are pleased to make the following announcements of promotions and new titles within the Gould team, effective January 1, 2023. Derek Baldwin: Senior Portfolio Manager, recognizing Derek’s many years of expert client portfolio and relationship management. Katy Lee:...

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Talk to Gould

We offer a wide range of innovative investment strategies, designed to meet your diverse financial needs. Learn how our friendly, relationship-driven process provides the confidence you need to move ahead.