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GO Wealth Management
GO Wealth Management launched in 2017 as an independent Registered Investment Advisory firm in Eugene, Oregon. The firm operates under a fiduciary standard,...
GO Wealth Management
GO Wealth Management launched in 2017 as an independent Registered Investment Advisory firm in Eugene, Oregon. The firm operates under a fiduciary standard, meaning it is legally obligated to place client interests ahead of its own — a structural commitment reinforced by its fee-only model. The founding team built the practice to serve individuals, high-net-worth families, and foundations, removing the conflicts inherent in commission-based brokerage relationships. The firm’s strategy spans investment management, tax and estate planning, retirement planning, and risk management. Its investment approach uses The Charles Schwab Corporation as the institutional custodian, executing trades and safeguarding client securities. Asset allocation and security selection are driven by client goals rather than proprietary products. The firm serves clients across the United States, coordinating with external CPAs, attorneys, and trustees through its private client services to streamline complex financial transitions. The advisory model accommodates both accumulation-stage households and later-life estate design, including philanthropic planning. GO Wealth Management charges a single annual fee that covers investment research, portfolio monitoring, performance measurement, administrative support, and custodial transaction costs. The firm’s website does not disclose total assets under management or headcount, but its model scales through a combination of individual relationships and entity-level mandates. While it does not operate institutional commingled funds, its structure offers direct-managed accounts and coordinated external professional collaboration. A genuine structural differentiator is the firm’s independence as a fiduciary RIA paired with the absence of corporate ownership. That architecture means investment decisions are not shaped by product-manufacturing incentives or sales quotas. The firm exists to design portfolios aligned with each client’s tax, estate, and risk profile, linking asset management to the full span of household financial planning in a single advisory relationship.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Eugene
Corporate office
Eugene, OR, United States
Sector focus
Frequently asked questions
Is GO Wealth Management held to a fiduciary standard?
Yes. The firm operates as a Registered Investment Advisory firm, which legally requires it to act in clients' best interest. This structure distinguishes it from broker-dealers that may operate under a lower suitability standard. The fiduciary obligation applies to all advisory relationships, covering investment management, financial planning, and related services.
How does the firm structure its fees?
GO Wealth Management charges an annual percentage fee on advisory assets rather than earning commissions on product sales. The fee covers investment research, portfolio monitoring, performance reporting, administrative support, and custodial transaction costs. The firm states that this model eliminates conflicts of interest tied to commission-based compensation.
Who acts as custodian for client assets?
The firm uses The Charles Schwab Corporation as its institutional custodian. Client investment securities are held at Schwab, which provides trade execution, custody, and account access. GO Wealth Management maintains discretionary authority over portfolio management while Schwab safeguards the assets.
What types of clients does the firm serve?
The firm works with individuals, high-net-worth families, foundations, and other entities. Its private client services coordinate with outside CPAs, attorneys, and trustees to manage complex financial situations. The advisory model spans clients across the United States, though its physical office is in Eugene, Oregon.
Does GO Wealth Management offer estate planning or only investment management?
The firm offers a broad suite of financial planning services, including estate design, tax planning, retirement planning, and risk management. Investment management is integrated with these planning capabilities rather than sold as a standalone product. The firm explicitly cites legacy and philanthropic planning as part of its client mandate.
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