Disability Advisory Services
DAS OVERVIEW
BETTER OUTCOMES
Living with a disability can be complex – financially, physically and emotionally.
Coldstream Disability Advisory Services (DAS) combines experienced Wealth Management and disability advocacy services in pursuit of better outcomes for clients.
We are the trustworthy handoff attorneys seek.
WEALTH MANAGEMENT
Coldstream’s experienced financial fiduciary team create sustainable investment plans focused on the following:
- Investment Advisory Strategies
- Personalized Financial Planning
- Broad Diversification
- Risk Management
- Tax and Estate Planning
ADVOCACY
Knowledge is power. Our DAS Project Managers have the experience, relationships, and resources to navigate a wide array of disability-related challenges that transcend money management and financial planning.
Examples of DAS advocacy in action:
- Accessibility and life modifications
- Specialized equipment solutions
- Home care planning
- Travel and recreational enablement
- Health and wellness resources and strategies
- Community resources and mentoring
CASE FINALIZATION
Deep knowledge & professional networks in each of these categories provides meaningful benefits to attorneys and their clients.
Guided by a dedicated DAS team member, we collaborate towards closing the case quickly and skillfully.
Resources
Access our full library of resources here.
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