Amanda Goodgion

Associate at Pathstone - Englewood, NJ, US

Amanda Goodgion's Contact Details
HQ
201-944-7284
Location
Bellevue, Washington
Company
Pathstone
Amanda Goodgion's Company Details
Pathstone logo, Pathstone contact details

Pathstone

Englewood, NJ, US • 250 - 499 Employees
Financial Services

Pathstone, The Modern Family Office, is an independent family and partner owned advisory firm providing objective advice to families &individuals, family offices and select institutions.Pathstone has created a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices.  Our goal is to deliver the ultimate client experience in an era of constant change. We are built for clients, powered by innovation. Segments we serve:1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplifiedWe provide:Comprehensive suite of family office services tailored for your specific requirements. Innovative solutions and strategies designed to enhance your net results and achieve your objectives. Exclusive client experience centered on your desired outcomes.2. FAMILY OFFICES - Turbo-charge your existing family officeProprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results and provide controls and information in ways we believe were not possible before.We provide: Creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions and tools to provide your family office the flexibility to outsource certain investment components.3. SELECT INSTITUTIONS - Fiduciary advice to support your fiduciary responsibilitiesInvestment counsel, process and solutions built to distinctively serve trustee and committee directed portfolios. W provide:Results oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization.For more information, please see our web site – www.pathstone.com

Family Office Services Investment Advice Tax Planning Estate Planning Bill Pay Accounts Receivable ESG Investing Environmental Social Governance Investing Socially Responsible Investing Investment Solutions Family Office Structuring Tax Advice Tax Savings Fee Savings Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about Pathstone
Frequently Asked Questions about Amanda Goodgion
Amanda Goodgion currently works for Pathstone.
Amanda Goodgion's role at Pathstone is Associate.
Amanda Goodgion's email address is ***@pathstone.com. To view Amanda Goodgion's full email address, please signup to ConnectPlex.
Amanda Goodgion works in the Financial Services industry.
Amanda Goodgion's colleagues at Pathstone are Andrea Leech, Rachel Alleman CFP®, Aaron Jeon, Lyndsey Taht, Sarah Stubblefield, Monica Mathre, Daniel Reuben and others.
Amanda Goodgion's phone number is 201-944-7284
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