Empowering retirees to secure their financial future through tax-advantaged investment solutions
Founded in 2012, GoldenYearsWealth emerged from a simple yet powerful vision: to create retirement investment solutions that prioritize stability, tax efficiency, and peace of mind. Our founders, seasoned financial experts with over 50 years of combined experience in retirement planning, recognized a critical gap in the market for tax-advantaged investment vehicles specifically designed for retirees.
Trusted by over 200,000 retirees nationwide to manage their retirement assets
Enjoy tax-free access to your investment earnings through our proprietary Roth conversion strategy
Our SEC-regulated structure eliminates capital gains taxes on qualified withdrawals
Reinvest earnings without immediate tax liability through our 1035 exchange-compliant plans
We prioritize capital preservation while seeking moderate growth through:
Schedule a free consultation with our retirement specialists
Authorised and regulated by the Financial Conduct Authority as an Investment Advisor and Investment Management Company - Authorisation no. 629539
This company meets high standards of social and environmental performance, transparency and accountability.
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