Our Commitment to You
When you work with Gold Wealth Management you’ll find people with a passion and desire to both educate as well as serve your financial needs. Our number one goal is to provide information, education, and the best investment opportunities available so you can make confident decisions.
Our Company practices the same values I learned during my nine years in the Marine Corps. Honor, Courage, commitment, leadership, teamwork, dependability, loyalty, respect and service to others.
If you’re new to investing in precious metals – we know that diversifying into gold and silver is a big decision, and we make sure you understand what your options are and how precious metals will work for you. We like to say – “learn before you earn,” and we take a no-pressure, educational approach and work with multiple educational resources to make sure you feel great about your investment strategy.
Whether you’re a first-time investor or seasoned expert – we can help protect as well as build your assets for your retirement.
Why choose Gold Wealth Management
At Gold Wealth Management, our mission is to empower our clients through comprehensive education, unparalleled customer service, and meticulous attention to detail. We believe that informed investors make better decisions, so we are dedicated to providing our clients with the knowledge and resources they need to navigate the complexities of wealth management effectively.
Customer education lies at the heart of our approach. We strive to demystify the world of finance and investing, equipping our clients with the tools and insights to make confident and informed decisions about their financial futures. By fostering a culture of continuous learning and open communication, we empower our clients to take control of their wealth and achieve their long-term financial goals.
In addition to education, we are committed to delivering exceptional customer service. We understand that each client has unique needs and objectives, so we take the time to listen, understand, and tailor our services accordingly. From personalized investment strategies to responsive support, we go above and beyond to ensure that our clients receive the attention and care they deserve.
Finally, we believe that success lies in the details. That’s why we approach every aspect of wealth management with meticulous attention to detail, from portfolio construction to risk management. By staying vigilant and proactive, we aim to anticipate our clients’ needs and exceed their expectations at every turn.
At Gold Wealth Management, we are more than just advisors—we are trusted partners on the journey to financial prosperity and peace of mind. With our unwavering commitment to education, service, and attention to detail, we strive to empower our clients to achieve their dreams and build a brighter future for themselves and their families.
Call 866-GLD-SLVR (453-7587) for a complimentary consultation today and find out what we can do for you!
Sincerely,
Wes Peters
President
We have a straight forward process with several educational resources available.
Step 1: Request your free information kit
We will customize your information packet based on your needs and concerns.
Step 2: Do your Homework
Review and study the information. During your review process write down all questions and concerns that come up so we can discuss them.
Step 3: Continuing Education Call
Continuing Education call with one of our highly qualified educators. This could be one call or several calls depending on your needs. Allow us to learn more about you and your concerns. We know everyones situation and concerns are different. We want to get to know our clients and build long lasting relationships.
Step 4: Portfolio Review and Purchase
After you have had all questions and concerns addressed and have determined what dollar amount and what product you are investing in your Account Executive will put the portfolio together and review it with you. Once you are satisfied and comfortable with everything the purchase is made. At Gold Wealth Management we strive to provide the highest level of customer service with safe, secure and confidential investing.
Step 5: Fund Your Account
1. Payment Methods Accepted:
- Bank wire
- Personal check
- Cashier’s check
2. Processing Time for Checks:
If payment is made by personal check or cashier’s check, the shipment will be held for 8 business days from the date of deposit. This hold is necessary due to the potential for checks to be returned or funds to be withdrawn by the issuing bank, even after the check has been cleared.
3. Bank Wire Payments:
Payments made via bank wire do not require a hold on the shipment. This is because funds transferred via bank wire are immediately available, providing prompt processing and shipment of the order.
4. Hold Period:
During the 8-day hold period for check payments, the shipment will be processed but held until the end of the hold period. Once the hold period expires and the funds are confirmed to be available, the shipment will be released for delivery.
5. Potential for Delay with Checks:
It’s important to note that even after a check has been cleared by the bank, there is still a risk that the funds could be withdrawn or the check could be returned within two weeks of deposit. Therefore, the hold period is implemented to mitigate this risk.
6. Prompt Processing with Bank Wire:
Customers opting to pay via bank wire can enjoy expedited processing and shipment of their order, as there is no hold period required for bank wire payments. This ensures a seamless and efficient transaction process for our clients.
Bank Wire Instructions:
Gold Wealth Management LLC
Chase Bank
270 Park Ave. New York, NY 10017
Routing 122100024
Client Purchase Account #908188923
For the account of Gold Wealth Management
For further credit to (Your Name)
Attention (Brokers Name)
Mail Checks to:
Gold Wealth Management
20403 N. Lake Pleasant Road
#117-438
Peoria, AZ 85382
Common Questions we get during the educational call.
- Why are so many people investing in gold and silver at this time?
- Is now a good time to buy?
- Am I buying a piece of paper or physical gold and silver?
- Should I purchase bars or coins?
- Does your company hold the metal or do you send it to me?
- How will gold and silver benefit my family?
- How will I sell my gold and silver when the time comes?
- Do you report anything to the IRS or is this private?
- Can I transfer an IRA or rollover a 401k into physical gold and silver?
At Gold Wealth Management we strive to provide the highest level of customer service with safe, secure and confidential investing.