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About Goldman Sachs Personal Financial Management

Goldman Sachs Personal Financial Management (GSPFM) was a division of Goldman Sachs that specialized in wealth management for high-net-worth individuals and small businesses. Based in Newport Beach, California, GSPFM operated as a fee-based investment advisory firm, providing tailored financial services to meet the unique needs of its clients. The firm offered a variety of services, including financial planning, portfolio management, market timing services, and assistance in selecting specialized advisors. GSPFM also published financial educational materials and organized seminars to help clients understand various financial concepts. In August 2023, Goldman Sachs announced the sale of its Personal Financial Management unit to Creative Planning, marking a significant transition in its operations.

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