Insurance Planning

Insurance & Risk Review

An Outside Read on the Coverage You Already Have

Insurance decisions are easy to get wrong when the only person explaining your options is also the one selling them. At Flintridge Private Wealth, we review your coverage as part of your larger financial picture — evaluating what you have, not selling what we don't carry. We do not sell insurance products or recommend fixed insurance or fixed annuities through our advisory practice.

Image

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.

Image

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.

Image

#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.

Image

#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.

Insurance Planning

Coverage That Fits the Rest of Your Plan

The same coordination approach applies to insurance. We don't look at policies in isolation — we review your existing coverage as part of the full financial picture, identify where gaps or overlaps exist, and work alongside your carriers and agents to make sure life, disability, and long-term care coverage actually fits the plan around it. Insurance decisions get made in the context of your whole strategy, not as a standalone transaction.

Cybersecurity & Account Protection

Protecting the Accounts Behind the Plan

Protecting your wealth goes beyond investments and financial planning. Through our relationship with NewEdge Advisors, Flintridge Private Wealth supports multiple layers of cybersecurity and account protection designed to help safeguard your personal and financial information.

Fraud Monitoring That Runs in the Background

Enterprise-level monitoring watches for unauthorized account activity and unusual login behavior around the clock, not just when you happen to check.

A Response Plan If Something Does Get Through

If a cybersecurity incident does occur, dedicated resources are available to help guide the response and support recovery — you're not left to figure it out alone.

Defenses Against Social Engineering, Specifically

Fraudulent wire requests and phishing attempts are one of the most common ways accounts get compromised. Safeguards are built specifically to catch these, not just generic malware.

Identity Protection Resources, If You Need Them

Monitoring, fraud alerts, and recovery assistance are available to help address identity theft concerns if they come up.

(Keep the NewEdge Advisors attribution somewhere on this section — it's a factual partnership disclosure, not marketing copy, and shouldn't get lost in the rewrite.)

What This Actually Looks Like

We Start With the Coverage You Already Own

Before talking about what might be missing, we look at what you have — life, disability, long-term care, whatever's already in place — and check it against what your income, assets, and family actually need today, not when the policy was first written.

We Translate the Policy Into Plain Terms

Riders, exclusions, and payout conditions get buried in policy language most people never read closely. We pull out what actually matters for your situation and explain it in terms you can act on.

We Weigh It Against the Rest of Your Plan

Coverage that made sense five years ago can create a blind spot — or an unnecessary overlap — once it's checked against your investments, your tax picture, and your estate plan. We look at it in that context, not on its own.

We Flag It When Something Changes

A new job, a new dependent, a paid-off mortgage — any of these can shift what coverage actually makes sense. We raise it during our regular reviews instead of waiting for you to ask.

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

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.

© Copyright 2026 Flintridge Private Wealth. All Rights Reserved. Web Design By GenieBoost.