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Carl J. Goldstein

CPA Partner

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.

Affiliations

  • Principal and founding member of ROCG Shepherd & Goldstein Consulting Group LLC
  • Member of the American Institute of Certified Public Accountants
  • Member of the Massachusetts Society of Certified Public Accountants

Notable Notables

Recipient of a Temple Sinai Years of Service award

Volunteerism

  • Founder Director of Why Me, Inc.
  • Member of Masonic Level Lodge

Education

  • Bentley College – B.S. Accounting

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Offices:

100 Front St, 16th Floor
Worcester, MA 01608
(508) 757-3311

1671 Worcester Rd
Framingham, MA 01701
(508) 875-2552

100 Independence Dr
Hyannis, MA 02601

(508) 790-1979

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