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Welcome To Marc Goldstein Associates

"Knowledge you can count on. Advice you can trust."

You only retire once, so you might as well get it right.

You can live a life of freedom to become the person you want to be, do the things that you want to do, when you want to do them, with the people you want to be with. Make the difference that you want to make.

This book is NOT about how to simply retire. (There are tons of books and tons of people who can help you do that.)

This book will show you how to RETIRE ABUNDANTLY.

Reach out to request a copy of the book.
Call 212-989-5700 or email

In June of 2021, I had the rare opportunity to spend a day masterminding with the Original Shark, Kevin Harrington, from the Emmy award winning series, Shark Tank,. This amazing book includes tips from me and some of North America's foremost authorities on the principles of retiring!

The book launched on November 16th, 2022 and became an Amazon #1 Best Seller overnight! 

Kevin Harrington and Shark Tank are not affiliated with Marc Goldstein Associates, Kestra IS, or Kestra AS."

Who We Work With

How can you know if working with us is the right decision for you? We would like to show you examples of people best suited to partner with us on their financial journey.



Robert is 50 years old and has a beautiful family. He and his wife have 3 children together for whom they would do anything. Robert has owned a successful business for 20 years and has accumulated $1 million in investable assets. With the support of his family, he decided that he would like to retire in 5-10 years, so he turned to Marc Goldstein Associates to help reach his retirement goals.



Mary is 60 years old and has been a corporate executive for 30 years. She has experienced divorce but has been fortunate to find love again and remarry. Mary has accumulated $3 million in investable assets and is ready to retire as soon as possible. She decided to work with us to create an investment strategy that will help her achieve her well-earned retirement.

Kay and Tom

Kay and Tom

At ages 67 & 66 respectively, Kay and Tom are happily married and retired together. Their family has grown over the years because their two children have grown up and started their own families. Now they have three grandchildren! They have $6 million in investable assets and have big goals. They want to be able to live life to the fullest in retirement, traveling, and enjoying new adventures, all while being able to leave behind a legacy for their family. We can help maximize their money in tax-efficient ways so that they have what they need now, and help them with estate planning to ensure their family is taken care of the way they want

Steve and Joseph

Steve and Joseph

Both at age 35, Steve and Joseph are business partners together and their company is growing to become quite successful. They each have their own families with children, whom they want to protect first and foremost. While they are trusted partners, each has their own business interests to protect. They want to invest for retirement and do it in the most tax-efficient ways available. They also agree that they should aim to sell their business in 15 years. By partnering with us, we can help them with their investments, as well as provide business management and exit planning strategies so that they can get to their objectives.

Hypothetical examples only. Stories do not represent actual clients, nor promise any financial outcomes.

Can you relate to these stories? Find out how we can help you reach your goals.

Learn more
Meet Marc

Meet Marc

Our team approach offers a range of services to help our clients to live a life of freedom, to become the person that they want to be, doing the things they want to do, with the people they want to be with, and make the difference that they want to make.  

<b>Our Business Manifesto</b>

Our Business Manifesto

People deserve financial advice conducted with the highest standard of integrity and professionalism. We hold ourselves to these standards because our values compel us to be the best versions of ourselves on our clients’ behalf.

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