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The right solutions to simplify your financial path.

From guiding investments to managing your complete financial picture, our multidisciplinary, team approach lends support however you may need it.

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Investment Management

A portfolio built for you.

Your needs and objectives guide our disciplined approach through an ever-evolving investment landscape. As an independent fiduciary, Cobblestone always puts your interests first in building a portfolio suited for you. Not all intermediaries are held to this legal and ethical standard.

Our goals-based approach.
For more than three decades, our team has been building portfolios designed to meet client objectives through a range of globally diversified investment vehicles. Your goals are not only the destination—they set the path.

Plan
Research
Implement
Evolve
Identify short-term requirements and long-term goals.
We consider your cash flow, risk tolerance, estate plan, taxes, and more in constructing a plan.
Assess the feasibility of goals by modeling and testing various scenarios
Consider client-specific goals and capital-market variables to determine asset allocation on a spectrum of capital preservation to capital appreciation.
Interpret results, monitor progress, and evaluate risks and opportunities.
Our dynamic approach allows for adjustments based on your financial situation and evolving market conditions, increasing the likelihood of achieving your goals.
Identify short-term requirements and long-term goals.
We consider your cash flow, risk tolerance, estate plan, taxes, and more in constructing a plan.
Assess the feasibility of goals by modeling and testing various scenarios
Consider client-specific goals and capital-market variables to determine asset allocation on a spectrum of capital preservation to capital appreciation.
Interpret results, monitor progress, and evaluate risks and opportunities.
Our dynamic approach allows for adjustments based on your financial situation and evolving market conditions, increasing the likelihood of achieving your goals.
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Comprehensive Planning

  • Existing legal and tax counsel
  • Financial, estate, retirement, cash flow, and tax planning
  • Consolidation of financial records

Wealth Transfer Strategies

  • Family and charitable gifting analysis
  • Implementation
  • Monitoring
  • Trust administration capabilities

Corporate Executive Services

  • Benefit and retirement planning
  • Hedging concentrated stock positions
  • Business succession planning

Fiduciary Support Services

  • Trustee and executor administrative support and record keeping
  • Annual family meetings
  • Education of next generation
  • Private foundation support services

Specialized Services

  • Bill payment, elder care arrangements, cash flow analysis, and more

Wealth Management

We leave no stone unturned.

Our experienced wealth managers build a strategy for growing and preserving generational wealth. From the everyday tasks to complex issues, no detail is overlooked.

A suite of solutions.
Wealth management begins with an understanding of your values, needs, and objectives. From there, we help guide investments, cash flow, taxes, estate planning, charitable giving, and more.

Private Investments

Exclusive opportunities for qualified investors.

Cobblestone draws on a broad sourcing network of exclusive investment opportunities to help qualified investors achieve greater diversification and more robust returns. Through our rigorous due diligence process, we identify less liquid private market investments that exhibit attractive cash flow, appreciation potential, or both.

Private Investments have specific characteristics that make them risky and unsuitable for many investors: they are illiquid; they often bear higher expenses and sizable minimums; they typically require great effort to analyze and monitor; and in some instances, they contain the potential for total loss of capital. The securities identified and described do not represent all of the securities purchased, sold, or recommended for client accounts. The reader should not assume that an investment in the securities identified was or will be profitable.

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Family Office

Preserving your vision, values, and legacy.

Cobblestone provides a complete solution for coordinating and unifying your family’s financial picture. We review financial assets and family dynamics, then build a strategy for your particular circumstances.

Support from all sides
As your first point of contact, we support virtually all aspects of your family finances. In addition to our versatile in-house expertise (CFAs, CFPs, Attorney, Accountant), we collaborate with any third-party advisors you may have.

Contact a Representative