The Goldhar Group

Experience Matters

With extensive investment experience spanning portfolio management, investment banking, trading, institutional equity sales and product development, The Goldhar Group is uniquely qualified to advise you and your family in achieving your financial goals.

Investment Approach

Our investment approach seeks to generate strong long-term performance while focusing on stability and risk management. We have the independence, flexibility and expertise to invest across multiple asset classes ensuring our clients benefit from the highest quality of wealth management.

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Financial Planning

Financial planning, estate and trust services, philanthropic guidance and portfolio management, we deliver comprehensive wealth management.