Retirement Planning
Retirement Planning Services
Retirement Planning for Pasadena Professionals
Most people can tell you their savings balance. Far fewer can tell you what their monthly income will actually be once paychecks stop, or how a Roth conversion this year changes their Medicare premium three years out. We work backward from the life you actually want in retirement, then build the income, tax, and healthcare decisions that get you there.
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.
How We Think About Timing
What Retirement Planning Actually Means Here
We believe the answer goes beyond a simple retirement number. We build a comprehensive strategy around your income needs, investments, taxes, estate plan, and long-term goals — then continually stress-test that strategy as markets, tax laws, and your life evolve. The objective isn't simply to retire. It's to create financial freedom with confidence.
Turning Savings Into a Paycheck
Once you stop adding to your accounts and start drawing from them, the math changes — which accounts you pull from, in what order, and when you file for Social Security all move the number that shows up in your bank account each month. We build that sequence deliberately instead of defaulting to whatever's easiest to withdraw first.
Planning That Doesn't Stop After Onboarding
We intentionally limit the number of families we work with so we can provide the level of personalization, responsiveness, and strategic oversight that real wealth management requires. Once you're onboarded, we continuously monitor your plan, your investments, tax opportunities, and changes in your life — and adjust the strategy as they happen. We start with the end in mind: the portfolio is a tool, the real goal is helping you make better decisions and live the life you actually want.
How Flintridge Approaches Retirement
What Working With Us Looks Like?
Every Piece Gets Read Against the Others
Your Social Security claiming age changes your Medicare premium. Your Medicare premium changes what a Roth conversion actually costs. We don't plan these one at a time — a decision in retirement income touches taxes, healthcare, and your accounts simultaneously, so that's how we look at it.
Built to Survive More Than One Scenario
Inflation running hotter than expected, a market downturn in year two of retirement, an unplanned long-term care need — a retirement income plan that only works in the best case isn't really a plan. We stress-test against the scenarios that actually derail people.
You're the Client, Not the Sale
We're paid by you, not by any product we might recommend. That's a structural fact about how the firm operates, not a marketing line — and it's why the strategy changes when your life does, not when there's something to sell.
A Team That Doesn't Rotate
You work with the same advisor and the same team over time, not a different service rep every time your account gets reassigned. Continuity matters when the person managing your retirement income actually knows your situation.
Let's Talk About What's Next
Every retirement plan is different because every life is different. If you're ready for a strategy built around your actual goals — not a generic number — let's have a conversation.
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
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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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