Financial Planning
Financial Planning Services
A Clear Financial Plan for Every Stage of Life
Financial planning is the foundation of every important financial decision. At Flintridge Private Wealth, we help bring clarity to your finances by creating a personalized strategy that aligns your goals, investments, retirement plans, and long-term vision.
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.
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.
#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.
#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.
More Than Investments.
A Plan Built Around You.
Managing wealth involves much more than choosing investments. True financial planning looks at the complete picture of your financial life and ensures every piece works together.
Our financial planning process may include:
● Retirement planning and income strategies
● Investment and wealth management
● Tax-efficient planning opportunities
● Cash flow and budgeting analysis
● Education and legacy planning
● Insurance and risk management review
● Estate planning coordination
● Social Security and retirement benefit planning
At Flintridge Private Wealth, we help organize these moving parts into one coordinated strategy designed to support your financial goals today and in the future.
Everything Works Together.
A decision in one area of your financial life can impact many others.
For example:
● Retirement withdrawals can affect taxable income.
● Taxable income can influence Medicare costs and tax brackets.
● Taxes affect the amount of income available for spending.
● Spending impacts long-term retirement sustainability.
● Investment decisions can affect future income and legacy goals.
That’s why financial planning should never happen in isolation.
At Flintridge Private Wealth, we help you understand how each financial decision connects to the next. By bringing everything together into one comprehensive plan, we help you make informed decisions with greater confidence and clarity.
Financial Planning Services
Your Financial Life, Working Together
At Flintridge Private Wealth, we believe the best financial decisions come from seeing the complete picture. Our personalized planning process brings together your investments, retirement goals, taxes, risk management, and legacy objectives into one coordinated strategy.
Our goal is simple: provide thoughtful guidance that helps you make confident decisions, stay organized, and pursue the future you envision for yourself and your family.
We work closely with individuals, families, professionals, business owners, and retirees, helping them navigate life's financial opportunities and challenges with clarity and confidence.
Retirement Planning
We help you create a retirement strategy that aligns your income needs, lifestyle goals, investments, and long-term financial objectives so you can approach retirement with greater confidence and peace of mind.
Investment Management
Our investment strategies are tailored to your goals, risk tolerance, and time horizon. We focus on building diversified portfolios designed to support long-term growth while helping manage risk through changing market conditions.
Tax Planning
Effective planning goes beyond preparing tax returns. We help identify tax-efficient strategies that can help preserve wealth, improve retirement outcomes, and support your long-term financial goals.
Insurance Planning
Risk management is an important part of a comprehensive financial plan. We help evaluate your insurance needs and ensure your coverage aligns with your overall financial strategy and family priorities.
Estate Planning
Protecting your legacy is an essential part of financial planning. We work alongside your estate planning professionals to help ensure your assets, wishes, and long-term goals are coordinated for future generations.
Our Process
Personalized Planning. Ongoing Guidance.
Step 1: Discover Your Priorities
We begin by getting to know you—your financial situation, goals, family needs, and long-term vision. Understanding what matters most helps us build a plan around your life.
Step 2: Create Your Financial Strategy
We develop a personalized roadmap that coordinates your investments, retirement planning, tax strategies, risk management, and estate planning into one comprehensive financial plan.
Step 3: Monitor & Refine
Financial planning is an ongoing process. As your life, goals, and market conditions change, we provide continuous guidance and make adjustments to help keep your plan aligned with your objectives.
Experience Financial Planning Built Around You
Schedule a conversation with Flintridge Private Wealth and discover how a personalized financial plan can help align your goals, protect your wealth, and create confidence for the future.
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
SERVICES
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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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