Estate Planning

Estate Planning Services

Protecting Your Wealth. Preserving Your Legacy.

Estate planning is about more than documents—it’s about making sure your wishes are honored, your family is protected, and your wealth is passed on in a thoughtful and organized way. At Flintridge Private Wealth, we help you bring clarity and coordination to every part of your legacy plan.

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Forbes Best-In-State Wealth Advisor

2024, 2025, 2026

Selected based on a combination of qualitative and quantitative criteria, including industry experience, client service, and assets under management. No fee was paid for consideration. Learn More.

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Five Star Wealth Manager

2025, 2026

Award recipients are selected based on objective criteria, including client retention, industry experience, assets under management, and a regulatory review. No fee is required for consideration. Learn More.

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#3 on Barron's as Top 100 RIA Firms

2025

Barron’s rankings awarded in September 2025 based on prior 12-month data. NewEdge Capital Group is the award recipient. Flintridge Private Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn more.

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#8 on Forbes as America’s Top RIA Firms

2025

Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. NewEdge Capital Group is the award recipient. Flintridge Private Wealth and NewEdge Capital Group, LLC are not affiliated entities. Learn more.

Flintridge Private Wealth is a fee-only fiduciary advisory firm.

A plan that protects what matters most

Thoughtful Estate Planning for Your Family’s Future

Estate planning is designed to help you protect your assets, support your loved ones, and ensure your intentions are carried out no matter what the future holds.

Our role is to help you think through the financial side of your legacy so your plan is clear, coordinated, and aligned with your long-term goals.

Coordinating your financial life with your estate plan

Your Legacy Is More Than Documents

We work closely with experienced estate planning attorneys to ensure your legal documents and financial strategy work together seamlessly.

This coordination helps connect your investments, retirement accounts, insurance, and beneficiary designations into one unified plan.

We help ensure your legacy reflects your values, protects your family, and minimizes confusion during life’s most difficult moments.

Common Estate Planning Questions We Help Answer

Do I have the right documents in place?

We help ensure you have the proper foundational documents in place, including wills, trusts, powers of attorney, and healthcare directives, working alongside qualified estate planning attorneys.

Will my family be protected and avoid probate?

Through thoughtful planning strategies such as trusts, beneficiary designations, and account structuring, we help reduce the likelihood of unnecessary probate and simplify the transfer of assets.

Who should make decisions on my behalf if I cannot?

We guide you through selecting trusted individuals for financial and healthcare decision-making, helping ensure your wishes are clearly documented and respected.

How do I protect younger or vulnerable beneficiaries?

We help structure your plan so that assets are distributed responsibly and in a way that protects beneficiaries who may need guidance or long-term oversight.

Bridging Your Financial and Legal Plan

Estate attorneys draft the legal documents. We help ensure your financial accounts, investments, and beneficiary designations are aligned with that plan.

We act as the bridge between your financial life and your legal strategy, helping ensure nothing is overlooked and your intentions are fully carried out.

How We Help Protect Your Legacy

We coordinate your estate plan with your financial plan.

An estate plan is most effective when every piece works together. We help ensure your accounts, beneficiary designations, trusts, and financial strategies are aligned with your long-term wishes and coordinated with your estate planning attorney.

We help make wealth transfer more tax efficient.

Passing wealth to future generations involves more than legal documents. We help identify tax-efficient strategies that can preserve more of your assets for your family and charitable goals.

We organize your financial life.

From investment accounts and retirement plans to insurance policies and estate documents, we help organize your assets into one clear financial picture, making life easier for you and your loved ones.

We help protect future generations.

Whether you're providing for children, grandchildren, or other beneficiaries, we help structure your financial plan to support responsible wealth transfer and protect those who matter most.

We provide ongoing guidance as life changes.

Estate planning is not a one-time event. As your family, finances, and goals evolve, we regularly review your plan and coordinate updates to help ensure your legacy continues to reflect your wishes.

Estate Planning Process

Clear guidance. Coordinated implementation.

Step 1: Review Your Current Plan

We begin by reviewing your existing estate documents, account ownership, beneficiary designations, trusts, and overall financial picture. This helps us identify gaps, inconsistencies, and opportunities to strengthen your plan.

Step 2: Develop a Coordinated Strategy

Next, we work alongside your estate planning attorney to ensure your financial plan and legal documents support your goals. We coordinate wealth transfer strategies, beneficiary planning, tax considerations, and legacy objectives into one comprehensive approach.

Step 3: Put Your Plan Into Action

Once your strategy is finalized, we help coordinate implementation by working with your attorney, financial institutions, and other trusted professionals. We also review your plan regularly to help ensure it stays aligned as your family, finances, and goals evolve.

Office Location

Visit Our Pasadena Office

Meet with the Flintridge Private Wealth team for personalized financial guidance and wealth management services tailored to your goals.

Pasadena Office

Flintridge Private Wealth

251 South Lake Avenue

Suite 800

Pasadena, CA 91101

Mon - Fri: 9:00 AM to 5:00 PM

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

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