Gold Key
Providing over thirty years of wealth management experience.
Meet the team behind Gold Key and learn about the philosophy, relationships, and level of service that define our practice.
With us, you receive the focused attention of a dedicated wealth team backed by institutional custody, advanced planning and research tools, lending and family office solutions, and the Gold Key Standard.
Providing strategic solutions to high net worth families.
Since 1994, our work has remained steadfast, earning recognition from industry peers and publications who understand the standards required for private wealth management.
Wells Fargo Advisors
Platinum Council
(2010 – 2025)
The practice was recognized by Forbes as a Best-In-State Wealth Management Team while the other awards for individually for Paul in the respective years.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Wells Fargo Financial Advisors as measured by completion of educational components, business production based on the previous year and professionalism. The title is awarded each March, based on activity for the prior January 1 – December 31st period. Additional criteria, adherence to best practices and team structure were also used to determine recipients.
The 2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 – 12/31/24 (Source: AdvisorHub). The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.
What We Do
We work alongside specialists across a wide range of multiple planning areas, such as tax, estate, investment, and business strategy. Every plan is unique, tailored to your specific situation.
Discretionary Portfolio
Management
Active management designed to strategically position your portfolio while adapting to market shifts. You stay aligned with long-term objectives without reacting to every headline.
Retirement Planning and
Income Strategies
Distribution strategies that help balance your income needs with tax efficiency, required minimums, and legacy goals. We create sustainable plans built for the decades ahead.
Estate Planning
Coordination
We coordinate gifting strategies, trust structures, and generation-skipping techniques with your legal and tax advisors. Your wealth transfers align with your family’s values and goals.
Business Owner
Solutions
Qualified retirement plans, strategic cash management, and exit planning that help you transition on your terms. Whether that’s tomorrow or ten years from now.
Who We Work With
Access requires the right key.
We serve families whose wealth requires advanced planning, including philanthropic strategy, hedging concentrated positions, alternative investments, and coordinated estate structures. Our team integrates these complexities with discretion and decades of experience.
Pre-Retirees and Retirees
Are you approaching retirement with substantial assets?
Your assets should support both your lifestyle and the legacy you want to leave. We help you transition from building wealth to managing distributions while aligning tax planning, minimums, and estate objectives.
Multi-Generational Families
Are you managing inherited wealth or planning transfers?
Wealth that spans generations demands sophisticated estate strategies, trust structures, and next generation stewardship. We coordinate the technical and family dynamics involved in preserving wealth across time.
Business Owners Approaching Transition
Are you preparing to exit a business?
Your business represents significant value that requires careful coordination between business planning, personal wealth management, and your eventual transition or sale.
Executives and Professionals
Is your compensation growing more complex?
Building substantial, career-spanning wealth means managing equity compensation, balancing growth with tax efficiency, and making strategic decisions about concentrated positions. We provide discretionary management built for your situation.
Neither Gold Key Private Wealth nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Every portfolio and wealth strategy is tailored specifically for your situation. Our practice is focused on clients who require more attention to wealth management.
