Carl Goldstein is a founding partner of S & G and SG Wealth Management Group LLC, as well as a Principal with ROCG. Founded to do more than provide clients with compliance oriented services, S & G’s goal is to make a positive difference in their clients’ lives. ROCG is the only international firm specializing in the areas of business transition strategy, finance and operations for privately owned and emerging growth enterprises. 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 the client grow to achieve business and quality-of-life goals. Carl assists in the negotiation of sales, mergers and the acquisition of companies.
Recipient of a Temple Sinai Years of Service award