Sam and his family engaged Coldstream’s Disability Advisory Services in order to gain access to our background and experience with providing holistic guidance to individuals with disabilities. The following is a representation of the projects that we have conducted on behalf of Sam and his family:
The Coldstream team members responsible for implementing Disability Advisory Services’ activities have significant experience and background within the disabled community. We have established key strategic relationships with other service providers to facilitate any projects or initiatives required by our client. We are extremely proud to blend our customized comprehensive wealth management services with our knowledge and appreciation for the needs of the disabled community.