GoldLine Wealth Management's

Ambassador Program

1. Refer a Friend or Family Member

  • At GoldLine Wealth Management, our mission is to provide exceptional financial guidance with care, integrity, and expertise. We consider it both a privilege and a responsibility to support our clients in securing their financial future. As our firm grows, so do the innovative solutions we offer, ensuring you receive top-tier service every step of the way. We truly hope that one of our dedicated team members has made a positive impact on your financial journey. If you know someone who could benefit from expert financial advice, we'd be honored to explore how we can assist them.

2. Why Referrals Matter

  • When you refer a friend or loved one to meet with our team, GoldLine Wealth Management will donate $25 to a charity of your choosing in honor of your referral.
  • Referring friends or family members is one of the greatest compliments you can give us. It's a testament to the trust you place in our team, and we don't take that lightly. As a token of our appreciation, we offer exclusive client events throughout the year. Your advocacy means the world to us, and we're grateful for every opportunity to serve those you care about.

3. How to Make a Referral

  • If you know someone who is preparing for retirement, already retired, or navigating a significant financial transition, we'd love the opportunity to help. Simply fill out our referral form or share our website with friends or family members who may benefit from a conversation with our expert advisors, and we'll take it from there!

There is no limit to how many referrals you can make. The more people you refer, the more our team will donate!

Refer A Friend or Family Member

Featured in

Financial Planning With Care

Meet The Team

Jordan Mangliman

CEO/
Fiduciary Wealth Advisor

Giselle Mangaliman

Chief
Marketing Officer

Krista Mann

Client
Coordinator

Thomas Rozman, CFA®, CAIA®

Chief
Investment Officer

Scott Raider

Chief
Compliance Officer

Michael Mortellaro

Head of
Planning

Jared Hillman

Head of
Trading

Paul Tinnirello

Director of
Operations

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