Golden Trail Advisers clients: Welcome to Sikich! Access your legacy Golden Trail client portal here.
improve more than just your return on investment – Improve your return on life
Financial stability, as it relates to audits, accounting activities and tax strategy and planning, is essential for your organization’s success. Sikich experts collaborate with you and each other for a comprehensive financial strategy and game plan.
Where do we start?
Begin your wealth management journey by meeting with Sikich advisors to determine how much money you will need and what kind of lifestyle you hope to maintain. We’ll also set goals for any philanthropic or charitable efforts you hope to pursue.
Our advisors will take what we learn about your personal goals during the discovery phase and develop a customized wealth investment strategy centered around financial planning and asset management. Whether your aspirations are lifestyle-centered, family-guided, business-centric, retirement-focused or legacy-inspired, Sikich advisors bring the expertise and guidance needed to help you realize your wealth goals.
Who We Serve
Families & Individuals
Prioritizing you and your family’s interests, we offer custom financial advisory services for peace of mind. From realistic financial planning to retirement projections, estate strategies, and tax planning, we’re your trusted partners in achieving financial success.
Not-For-Profit Organizations, Trusts & Estates
We’re all about helping you remain focused on your organizational purpose and shine for your organization. With Sikich’s experience and careful attention, you can relax, knowing that the important financial aspects are covered and you can focus on the mission.
Businesses & Business Owners
From managing retirement plans and boosting business value to crafting solid estate and tax plans, we’re your go-to team for achieving your goals. Let’s make your business and your financial goals thrive together.
Sikich’s Proven Formula:
The Wealth Management Equation
Sikich utilizes a dynamic Wealth Management Equation to help clients achieve their life goals and safeguard their financial futures with confidence and commitment.
Investment Consulting
Sikich performs an evaluation of your unique ability, willingness, and need to take an investment risk. We will create an investment strategy for a path defined and communicated by your comfort level and needs to help you manage your wealth.
Relationship Management
Your advisor is committed to you. Our discovery process focuses on understanding your personal goals to develop an individualized wealth plan and drive your financial investments. We work in harmony with your entrusted professional advisors, including family members, closely-held business interests, attorneys, and other investment advisors.
Advanced Planning
As trusted advisors, we offer investment solutions rather than investment products throughout your wealth management life cycle. Our expertise in handling complex financials and tax matters – cash flow planning and projections, college planning, financial planning, estate planning, business succession, asset transfers and protection, tax efficiency, charitable giving, etc. – can be invaluable to enhancing and protecting your wealth accrual.
Tailored Plans to Help you Manage and Mitigate Risks
For all of the hard work you have put into accumulating, preserving and ultimately distributing your wealth, you deserve a solid plan and steadfast peace of mind in knowing your income and assets are protected. Sikich offers a range of insurance services to help you meet your financial goals, safeguard your wealth and protect your assets in a variety of circumstances.
Files, Forms & Resources
Connect with our Team Today
Begin your wealth management journey with Sikich today.
Investment Advisory services offered through Sikich Financial, an SEC Registered Investment Advisor.