Carl Goldstein is a Founding Partner of S&G, LLP and SG Wealth Management Group, LLC, as well as a Principal with ROCG Shepherd & Goldstein Consulting Group, LLC. As a Partner in the firm, Carl assists with mergers & acquisitions, sales of businesses, sophisticated tax planning, and estate and personal financial planning.
Carl dedicates himself to helping business owners conquer the unique challenges of successfully operating their businesses. He Classifies himself as a mathematician and as a mathematician, he likes to compute the future to help his clients grow to achieve business and quality-of-life goals.
Recipient of a Temple Sinai Years of Service award