Gold Shield Wealth

Gold Shield Wealth is a financial advisor in Myrtle Beach, SC. The firm helps individuals plan for and manage the hurdles they may face on their journey to retirement. Amy Ross, the experienced retirement planning professional leading the practice, blends backgrounds in healthcare and finance to ensure no stone is left unturned in the planning process. The firm serves clients through virtual and in-home consultations, focusing on growing and preserving retirement savings while also addressing costs such as taxes and healthcare. Gold Shield Wealth holds a rating of 5.00 based on 10 reviews.

The firm operates as both an insurance business and an Investment Advisory practice through Impact Partnership Wealth, LLC, a Registered Investment Adviser. Insurance products are offered through Gold Shield Wealth, while securities and investment advisory products are offered through IPW. Amy Ross founded the firm with the hope that her love of community and desire to help others would shine through. She spent time in healthcare working with cancer patients, an experience that taught her the value of time and the importance of thorough planning. Amy is known for her heartfelt communication style and her ability to assist clients while making them feel cared for and heard. She prides herself on not approaching clients with a transactional approach, but rather a family feel.

Juliet, a licensed life insurance agent on the team, graduated from Coastal Carolina University with a B.S. in Psychology. She joined Gold Shield Wealth after developing a strong interest in retirement planning and enjoys helping clients feel confident about their financial future. The firm also maintains strategic partnerships with tax professionals and attorneys who can provide tax and/or legal advice. Sid supports the team with analysis and research about various annuities, while Chris and his team help with finding the right insurance tools for advanced tax planning and legacy planning strategies.

Gold Shield Wealth has built a solid reputation among the customers it has served. Clients appreciate the firm’s focus on listening, planning, and building lasting partnerships. The team works to align portfolios with individual risk tolerance and financial objectives, providing ongoing monitoring and support. By combining insurance products, investment advisory services, and Medicare guidance, the firm aims to help clients gain greater confidence as they head into their golden years.

Gold Shield Wealth combines thorough retirement planning with a personal approach, serving the Myrtle Beach community with a focus on long-term financial security and peace of mind.

BizScoreAI gives Gold Shield Wealth a Discoverability score of 100 out of 100, which ensures AI crawlers can find every page of the website so assistants can recommend the business. The firm also earns a Technical score of 98 out of 100, meaning the site is secure and indexable for search engines. Additionally, the business ranks number 1 of 5 Financial advisor businesses that BizScoreAI has scored in Myrtle Beach.

Services:

• Insurance Products
• Investment Advisory Services
• Personalized Retirement Strategies