Insights
February 4, 2025
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.
Related Articles
July 24, 2026
The Professional Athlete Blueprint: Taking Ownership of Your Enterprise
What’s in this article: Outline Your “Personal Model” “New Architecture of Athlete Compensation Key Playbook Strategies: Protect and Structure Your Wealth Master the Intangibles & True Team Integration Institutional Guardrails How Coldstream Can Help Entering the ranks of professional sports represents a historic, life-changing moment of wealth generation. Today’s athletes are stepping into an [...]
Contributions from: Elaina Shemeta, CFP®
July 10, 2026
Navigating Divorce: Financial Considerations
What’s in this article: The marital home: going from one to two households Spousal maintenance Child support and childcare expenses Retirement accounts and other investment assets Taxes matter Advisors: building your team Looking forward The decision to divorce doesn’t come lightly. Considering divorce may feel like sailing across the open ocean in a storm [...]
Contributions from: Larissa Vidal, CFP®
June 22, 2026
Pre-Nuptial Agreements – A Women & Wealth Podcast
Pre-nuptial agreements, also called pre-nups or pre-marital agreements, often get a bad rap, but they can be very important for supporting and protecting both individuals and the union. A good pre-nup can be a valuable financial planning tool that helps both parties clarify how their financial lives will be commingled; it can also be critical [...]
Contributions from: Anna Shaw, CFP®