Solution introduction

Where Financial Planning & Understanding Meet

Second to None Support & Service

In 2010, Steve Goldstein teamed with partner Brooke Thomas to purchase Cravens & Associates and form Thomas Gold Solutions. Steve and Brooke continuously develop software solutions, with an eye on the simplicity necessary to generate both advisor and client understanding.

Our goal from day one has been to provide you with cutting edge software solutions along with second to none training and support, all designed to help you get the most from working with us.

We understand the speed of business today and how quickly you might need answers. With that in mind, we’ve assembled a high powered team of software experts, some who have various agent or advisor licenses, to answer your questions quickly, so you can spend your time helping your clients to a better retirement.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.