Answers before you ask.
If yours is not here, bring it to the first conversation. That is what it is for.
Do I need to be near one of your offices?+
No. The team works across two offices and meets by video every day. Our financial professionals are licensed across a broad and growing list of states, so most clients can work with the advisor who fits them best, regardless of geography.
What does a first meeting cost?+
Nothing. The first conversation is about your situation and whether we are the right fit. You will leave with a clear picture of what working together would look like and what it would cost.
Do you handle both investments and insurance?+
Yes, and quite a bit more. The team includes investment advisors, financial planners, and insurance professionals, plus specialists in tax strategy, business exits, real estate, and credit, so every part of the plan is built together instead of sold separately.
Who actually holds my money?+
Securities and advisory accounts are held through LPL Enterprise, an affiliate of LPL Financial, with independent statements and online access through Account View. Your money is never held by Bristlecone Private Wealth directly.
What does "at Prudential" mean next to your name?+
Our financial professionals are affiliated with Prudential, whose advisors offer securities and advisory services through LPL Enterprise. Insurance is placed through Prudential and other carriers. The full explanation is on our Disclosures page.
One conversation is enough to know whether we can help.
No charge, no obligation, and no pitch.