About Us
Numbers Don’t Lie
Crafting Success Stories Through Numbers At Golden Tree Wealth Partners, we don't just trust numbers — we celebrate them. Our passion is anchored in converting data into decisive financial roadmaps. In a landscape where precision can change fortunes, we weave accuracy, insight, and transparency
into every consultation.
Experience the Golden Tree Difference:
Over A Quarter Millennium of Trust: 250+ stories of financial success and counting.
A Decade of Dedication: 10+ years carving out tailored financial strategies.
Always There, Always 100%: Unwavering assistance every step of the way.
Century Club: Celebrating 100 clients who have experienced transformative financial journeys with us.
Join the ranks of those who've turned numbers into narratives of success. With Golden Tree, let's co-author your financial story.
Business Strategies
And for a good reason indeed.
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Our Client Testimonials
And for a good reason indeed.
Arful Di
Content Creator
Arful Di
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Arful Di
Content Creator
It was Great Experience
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Who Are We?
Our financial practice was founded on a simple principle!
Golden Tree Wealth Partners is driven by a mission to provide unparalleled financial services, harmoniously integrating various financial planning aspects. Our multidimensional business model ensures that every financial need, from investment to insurance planning, is met with precision and expertise.
If your question is in-depth or you need specific assistance about any of our services, please book a FREE Consultation.
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NOTE: we will contact you back in 24-48 hours. If your question is in-depth or you need specific assistance about any of our services, please book a FREE Consultation.
Meet Our Team
Introducing the Cornerstones of Golden Tree
Dive deep into the world of Golden Tree Wealth Partners, where our financial maestros lead with unparalleled expertise. At the helm is our CEO & Owner, Erik J. Cascio, joined by Chris McNelly, our Vice President of Business Development. Both are titans in the financial realm, drawing upon vast experiences from world-class institutions to guide you through every financial nuance.
Erik J. Cascio:
Financial Visionary &
Business Strategy Maestro
Embarking on a journey over a decade ago, Erik has woven a tapestry of achievements across financial services, strategic business consulting, and insurance.
In 2020, as the President & Founder of Golden Tree Wealth Partners, LLC, Erik pioneered a vision: to demystify and simplify comprehensive financial and accounting services for SMEs.
Under his astute guidance, Golden Tree unfurled a groundbreaking concept: 'CFO as a Service.' Erik's forward-thinking approach has catapulted Golden Tree to the forefront of financial innovation, offering unparalleled value in tax planning, wealth management, and cash flow analysis.
Erik's notable achievements encompass assisting in raising an impressive $5.5M in early-stage funding for a blockchain startup and orchestrating licensing agreements exceeding $10M for an AI initiative.
Chris McNelly:
VP Business Development
A Fusion of Innovation, Financial Acumen, and Cultural Insight
Chris McNelly’s professional tapestry weaves through diverse terrains: from the cozy ambiance of family-run hoagies to the thrilling lights of entertainment, and now, the intricate world of financial services.
Among his distinguished accomplishments, he created a TV series with his dear friend Andrew, who has Down syndrome. This series garnered significant attention from major studios and networks, catalyzing a decade of sustained success in development and producing, marking a notable chapter in his illustrious film career.
Chris is on a relentless pursuit of enhancing his expertise, evidenced by his ongoing endeavors at Wharton School's Management Development Program and Cornell University’s FINTECH certificate initiative.
With Erik and Chris leading the charge, Golden Tree promises a financial partnership rich in experience, knowledge, and transformative insights.
Meet Our Team
Introducing the Cornerstones of Golden Tree
Dive deep into the world of Golden Tree Wealth Partners, where our financial maestros lead with unparalleled expertise. At the helm is our CEO & Owner, Erik J. Cascio, joined by Chris McNelly, our Vice President of Business Development. Both are titans in the financial realm, drawing upon vast experiences from world-class institutions to guide you through every financial nuance.
Erik J. Cascio:
Financial Visionary &
Business Strategy Maestro
Embarking on a journey over a decade ago, Erik has woven a tapestry of achievements across financial services, strategic business consulting, and insurance.
In 2020, as the President & Founder of Golden Tree Wealth Partners, LLC, Erik pioneered a vision: to demystify and simplify comprehensive financial and accounting services for SMEs.
Under his astute guidance, Golden Tree unfurled a groundbreaking concept: 'CFO as a Service.' Erik's forward-thinking approach has catapulted Golden Tree to the forefront of financial innovation, offering unparalleled value in tax planning, wealth management, and cash flow analysis.
Erik's notable achievements encompass assisting in raising an impressive $5.5M in early-stage funding for a blockchain startup and orchestrating licensing agreements exceeding $10M for an AI initiative.
Chris McNelly:
VP Business Development
A Fusion of Innovation, Financial Acumen, and Cultural Insight
Chris McNelly’s professional tapestry weaves through diverse terrains: from the cozy ambiance of family-run hoagies to the thrilling lights of entertainment, and now, the intricate world of financial services.
Among his distinguished accomplishments, he created a TV series with his dear friend Andrew, who has Down syndrome. This series garnered significant attention from major studios and networks, catalyzing a decade of sustained success in development and producing, marking a notable chapter in his illustrious film career.
Chris is on a relentless pursuit of enhancing his expertise, evidenced by his ongoing endeavors at Wharton School's Management Development Program and Cornell University’s FINTECH certificate initiative.
With Erik and Chris leading the charge, Golden Tree promises a financial partnership rich in experience, knowledge, and transformative insights.
Our Approach
Our approach is characterized by tailored strategies, designed to address individual and business needs with utmost precision. We endeavor to empower our clients, providing them with the tools, knowledge, and strategies to excel in an ever-evolving financial landscape.
Want to work with us? Let’s Create Together
About The Company
We offer personal, face-to-face financial guidance and product solutions to individuals, business owners, and executives. Developing a one-on-one relationship and a concise process for you.
Contact Us
Contact us today to take your finances to the next level
© 2023 Golden Tree Wealth Partners
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