The Value-Add of an Advisor

In Financial Planning, Wealth Strategy

How does an advisor add value for the fees that you pay? The value that a financial advisor brings to the table can extend far beyond the quantifiable. Coldstream’s work to integrate financial planning and investment management is multi-faceted and often reaches into many areas of our clients’ lives. In this brief, we examine recent research on the value-add of advisory relationships, as well as sharing some of our own insight and experience on the topic.

Read the full brief below.

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June 6, 2025

Popular Trust Structures to Protect Your Wealth

Trusts are among the most powerful, common, and flexible legal tools used to protect wealth in the United States. Trusts can serve a variety of purposes, from minimizing estate taxes to shielding assets from creditors, predators, future ex-spouses, and oftentimes from beneficiaries themselves. You can use trusts to identify how you would like assets to [...]

Contributions from: Glen Goland, CFP®, JD, Ian Curtiss, CFP®, CFA®, CPWA®, ChSNC

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Contributions from: Anne Marie Stonich, CFP®, CPA

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