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.
#2 on Barron's as Top 100 RIA Firms
2026
Barron’s rankings awarded in September 2026 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.
One Plan, Every Piece Accounted For
Real financial planning goes beyond a portfolio. It means looking at your income, taxes, estate plan, insurance, and long-term goals together — and building a strategy that connects all of it. We start with the end in mind: the plan exists to help you make better decisions and live the life you actually want, not to check a box.
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
Our Process
Personalized Planning. Ongoing Guidance.
Understand the Whole Picture
We start by looking at your complete financial life — not just investments, but taxes, estate planning, insurance, and cash flow — to understand what's really going on and what matters most to you.
Build, Then Keep Building
From there we build the strategy, put it into action, and keep adjusting it as your life, the markets, and tax laws change. A financial plan isn't a document you finish once — it's something we manage with you continuously.
Financial Planning Services
How the Pieces Fit Together
We built our planning process around one idea: your money doesn't operate in separate boxes, so your plan shouldn't either. Every recommendation we make gets weighed against everything else going on in your financial life, not treated as a standalone fix.
We work closely with individuals, families, professionals, business owners, and retirees, helping them navigate life's financial opportunities and challenges with clarity and confidence.
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.
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.
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.
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.
One Decision Rarely Stands Alone
Sell a concentrated stock position and you may trigger a tax bill that reshapes this year's bracket. That bracket can change what a Roth conversion costs you next year. What you convert changes your Medicare premium two years from now. And how much you're paying in premiums affects how much you can comfortably give or leave behind.
For illustrative purposes only. Actual outcomes depend on your individual tax situation, timing, and financial circumstances.
None of these decisions happen in a vacuum — they're links in the same chain. At Flintridge Private Wealth, we look at the whole chain before recommending a single link, so a decision that looks smart in isolation doesn't create a problem two steps down the road.
Let's See Where You Actually Stand
Book time with Flintridge Private Wealth and we'll walk through your actual financial picture — not a sales pitch, a real look at what's working, what isn't, and what a coordinated plan could do for you.
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
Our Approach
Our Approach
QUICK LINKS
Check the background of your financial professional on FINRA's BrokerCheck.
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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