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:
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- 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 This hold is necessary due to the potential for checks to be returned or funds to be withdrawn by the issuing bank, even after the check has been cleared.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important to note that even after a check has been cleared by the bank, there is still a risk that the funds could be withdrawn or the check could be returned within two weeks of deposit.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