Gold Shield Wealth is owned and operated by Amy Ross. Amy offers many years of experience in the finance and healthcare fields, both of which are important in financial planning.
After an extensive career in healthcare focusing on cancer patients, Amy decided to take her love of numbers and pursue her passion for finance. In 2020, she became a licensed insurance agent, marking the start of her journey in the financial services industry. Driven by a desire to help people work toward their retirement goals, Amy expanded her knowledge, becoming an Investment Advisor Representative in 2025.
She was able to take all the lessons learned along the way in healthcare to create a system that has made her stand out in the financial planning industry. Her one true goal is to make sure that no stone is left unturned for her clients’ financial future.
Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Advisor.
Insurance products are offered through the insurance business Gold Shield Wealth. Gold Shield Wealth is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Gold Shield Wealth are not subject to Investment Advisor requirements. 4404306-04/25
Company Details
- Employees
- 3
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.goldshieldwealth.com
Gold Shield Wealth Questions
Gold Shield Wealth's website is http://www.goldshieldwealth.com
Gold Shield Wealth's LinkedIn profile is https://www.linkedin.com/company/gold-shield-wealth
Gold Shield Wealth has
3 employees.
View email and phone details for 3
employees at Gold Shield Wealth.
Gold Shield Wealth's industry is
Financial Services
Gold Shield Wealth's top competitors are
Talentcompass,
Montville Township Public Schools,
Php Agency, Inc.,
Edgly Marketing Group,
Kramer Beverage,
Burlington County Regional Chamber Of Commerce,
Atilis Gym,
Promoveo Health,
Gamma Phi Beta International Sorority,
Center For Family Services.
Gold Shield Wealth's categories are Financial Services
