Wealth Planning

Your focus on financial independence as well as your legacy goals is a critical aspect of Coldstream's planning process. In working to protect your family's immediate and future interests, what matters to us is helping you clarify your goals and identifying solutions that will best satisfy them.

The comprehensive wealth strategy Coldstream creates will bring a voice and purpose to the values and aspirations you have currently as well as for your family's multi-generational legacy.  A first step in this process is to identify what we call the “10 Guardian Wealth Issues”.  These are areas of focus paramount for our clients to recognize and address. Through a disciplined approach we identify, eliminate and prioritize these issues resulting in an action plan for you and your family.