Empowering Founders, Executives, & Families to Define Their Legacy
Private Wealth manAgement & Family office services for professionals, business owners, and hnw families
Empowering founders, executives, & families to define their legacy
Private Wealth manAgement & Family office services for professionals, business owners, and hnw families
You’ve worked hard—you
deserve to enjoy your success.
You’ve worked hard to acquire your financial resources; now it’s time to take a strategic approach toward growth and make steady progress toward your goals — with a partner that helps to simplify and bring clarity to your wealth management. Our financial advisors focus on what matters most to you by providing personalized planning that prioritizes your key concerns.
You’ve worked hard—you
deserve to enjoy your success.
You’ve worked hard to acquire your financial resources; now it’s time to take a strategic approach toward growth and make steady progress toward your goals — with a partner that helps to simplify and bring clarity to your wealth management. Our financial advisors focus on what matters most to you by providing personalized planning that prioritizes your key concerns.
At Kolden Family Wealth Advisory, our intentional process, extensive knowledge, and straightforward guidance mean we’re equipped to be by your side through every important decision. As a result, you can expect a streamlined experience, seamless coordination with your other professionals, and comprehensive services designed to bring you the confidence that your dreams are in competent hands.
At Seacoast Wealth Management, our intentional process, extensive knowledge, and straightforward guidance mean we’re equipped to be by your side through every important decision. As a result, you can expect a streamlined experience, seamless coordination with your other professionals, and comprehensive services designed to bring you the confidence that your dreams are in competent hands.
Meet Our Team
We intentionally built our team of wealth managers to address our clients' complex needs, spanning multiple generations. Each of our advisors brings specialized skills, knowledge, and experience to their practice, with effective financial planning and investment strategies for every stage of life.
Meet Our Team
We intentionally built our team of wealth managers to address our clients' complex needs, spanning multiple generations. Each of our advisors brings specialized skills, knowledge, and experience to their practice, with effective financial planning and investment strategies for every stage of life.
Clients
Our clients are committed, straightforward people who are ready to reap the benefits of their hard work while planning for the days when that work is behind them.
Process
Our approach is designed to provide personalized service and completely customized planning that addresses your unique needs through a strong foundational process.
Experience
With more than two decades in the industry, our advisors are well-equipped and committed to making a meaningful difference in the lives of our clients and their families.
Clients
Our clients are committed, straightforward people who are ready to reap the benefits of their hard work while planning for the days when that work is behind them.
Process
Our approach is designed to provide personalized service and completely customized planning that addresses your unique needs through a strong foundational process.
Experience
With more than two decades in the industry, our advisors are well-equipped and committed to making a meaningful difference in the lives of our clients and their families.
Experience the Family Office Difference
Wealth Management & Alternative Investments
Financial Planning & Risk Management
Tax Strategy & Planning
Pre-Transaction & Exit Planning
Private Banking & CFO Services
Family Governance & Succession Planning
Philanthropic Planning
Estate & Legacy Planning
Schedule Strategy Session
In 30 minutes we can get to know you – your situation, goals and needs – then develop a customized solution with an advisor committed to helping you pursue true wealth & legacy.
Experience the Family Office Difference
Wealth Management & Alternative Investments
Financial Planning & Risk Management
Tax Strategy & Planning
Pre-Transaction & Exit Planning
Private Banking & CFO Services
Family Governance & Succession Planning
Philanthropic Planning
Estate & Legacy Planning
Schedule Strategy Session
In 30 minutes we can get to know you – your situation, goals and needs – then develop a customized solution with an advisor committed to helping you pursue true wealth.
Kolden Wealth, LLC is an Investment Advisor Representative of RPg Family Wealth Advisory, LLC, providing virtual investment advisory and financial planning services to clients nationwide. RPg Family Wealth Advisory, LLC ("FWA") is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC).
