GO Wealth Management

GO Wealth Management is an SEC-registered investment adviser in Eugene, OR, registered since 2022. The firm manages $208 million in regulatory assets under...

Overview

GO Wealth Management is an SEC-registered investment adviser in Eugene, OR, registered since 2022. The firm manages $208 million in regulatory assets under management. It has 9 employees and 9 investment advisers.

Website

go-wealth.com

linkedin.com/company/gowealthmanagement

General information

Firm type

Bank / Wealth / Trust

Location

Region

North America

Country

United States

City

Eugene

Corporate office

Eugene, OR, United States

Is GO Wealth Management a fiduciary?

As a registered investment advisor, GO Wealth Management is legally bound by a fiduciary duty to act in its clients' best interests. This structural obligation sets it apart from broker-dealers, who are held to a lower suitability standard, and means the firm must disclose conflicts of interest and prioritize client outcomes in portfolio decisions.

Does GO Wealth Management invest directly in private companies or alternatives?

There is no public evidence that GO Wealth Management allocates to private equity, venture capital, direct company investments, or hedge funds. The firm's investment philosophy centers on publicly traded securities—primarily mutual funds and ETFs—tailored to individual retirement and wealth accumulation goals, not institutional-scale alternative strategies.

How does GO Wealth Management custody client assets?

The firm does not hold client assets directly. As is standard for independent RIAs, client funds are custodied at a third-party firm such as Charles Schwab, Fidelity, or Pershing, with GO Wealth Management holding limited trading authority to execute the agreed-upon investment strategy and rebalancing.

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