Carl J. Goldstein, CPA

Senior Partner

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.

Expertise –

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.