Benjamin G. Goldman

Managing Director, Wealth Planning Group at RINET Company LLC

Benjamin G. Goldman

Benjamin G. Goldman

Managing Director, Wealth Planning Group at RINET Company LLC

Biography

Benjamin G. Goldman is a Managing Director and shareholder at RINET. He is a member of the firm’s Wealth Planning Group where he assists individuals and their multi-generational families to create customized wealth management plans by focusing on income tax and estate planning, as well as investment management needs. He also serves as a trustee for a number of his clients.

Prior to joining RINET in 2004, Benjamin worked in the residential mortgage department of Boston Private Bank.

Benjamin holds a Bachelor of Science in Business Administration from the University of Richmond. He is a Certified Financial PlannerTM. Ben lives in Natick, MA with his wife, two sons, and dog. He enjoys spending time with his family, as well as golf, swimming, and running.

Overview
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39

Relationships
RelSci Relationships are individuals Benjamin G. Goldman likely has professional access to. A relationship does not necessarily indicate a personal connection.

Assistant Clerk at Fraser Family Foundation, Inc.

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Director at New Hampshire Charitable Foundation

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Managing Director & Chief Executive Officer at RINET Company LLC

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Managing Director & CIO at RINET Company LLC

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Chief Operating Officer at RINET Company LLC

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Managing Director & CCO at RINET Company LLC

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Controller at RINET Company LLC

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Managing Director, Wealth Planning Group at RINET Company LLC

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Managing Director, Wealth Planning Group at RINET Company LLC

Relationship likelihood: Strong

Managing Director, Trust Management Group at RINET Company LLC

Relationship likelihood: Strong

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Benjamin G. Goldman
Managing Director, Wealth Planning Group at RINET Company LLC
Career History
Managing Director, Wealth Planning Group
Current

RINET Co. employs a manager-of-managers approach that includes all asset classes and all investable countries. The firm does not invest in individual securities but instead, develops several model portfolios (aggressive growth, growth, growth and income, income with moderate growth and income with capital preservation) that are built around mutual funds, ETFs, separate account managers, fixed income and alternative investments, as well as some private equity, real estate and hard assets. Based on the client's risk/return profile and using the models as a guide, each client is assigned a target asset allocation consistent with their investment objectives. Individual client portfolios may differ from the models. Client portfolios are reviewed regularly to compare the client's current asset allocation to their target allocation. If necessary, accounts are re-allocated based on their target asset allocation and tactical positioning.

Other Affiliations

Benjamin G. Goldman is affiliated with RINET Company LLC

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