GO Wealth Management

GO Wealth Management

GO Wealth Management was established in 2017 as a Registered Investment Advisory firm based in Eugene, Oregon. The firm operates under a fiduciary standard, meaning it is legally obligated to put client interests ahead of its own — a posture it highlights as a structural commitment rather than a marketing claim. Its fee model is a disclosed annual percentage charge that covers investment research, portfolio monitoring, administrative support, and custodial transaction fees. The firm offers a standard suite of wealth-management services: retirement planning, investment management, tax and estate planning, and risk management. It custodies client securities with The Charles Schwab Corporation. GO Wealth Management describes a collaborative planning approach, stating it partners with CPAs, attorneys, and trustees to coordinate financial decisions for clients across the United States. No specific portfolio companies, direct-deal activity, or private-fund commitments are disclosed. GO Wealth Management does not publicly report total assets under management or team headcount. Its website positions it as a firm that serves individuals, high-net-worth individuals, and foundations, but it provides no aggregate deployment figure, no named principals, and no detail on adjacent vehicles such as philanthropic entities or alternative investment pools. RIA custody arrangements shape a firm's operational independence. GO Wealth Management's choice of Charles Schwab as custodian follows the standard breakaway-advisor path: the RIA controls the advice and the client relationship, while the custodian holds the assets, processes trades, and provides account-access infrastructure. This architecture separates the firm from wirehouse product-push incentives but caps its ability to build proprietary institutional investment operations.