Crestone provides integrated wealth management services to individuals and families. Our services include investment management, estate planning, philanthropic planning, income tax planning and reporting, and wealth preservation and asset protection advisory services.

At the start of and throughout our client relationships, we help our clients define their financial goals. We then create a customized framework of investment and other wealth management strategies and resources to achieve those goals.

In our investment advisory services, we are focused on protecting and enhancing our clients’ capital. Our investment advice is based on a comprehensive understanding of our clients’ investment objectives, the use of disciplined asset allocation strategies and portfolio design, and the unbiased selection of the highest quality investment managers. We provide regular, clearly-presented reports to our clients. We prepare consolidated quarterly investment reporting, updated personal financial statements and quarterly and annual tax reporting.

We streamline our clients' wealth management services. We coordinate professional services among our clients’ attorneys, accountants and other service providers, and take primary responsibility for integrating their services with our clients’ other wealth management planning. Our objective is to serve as our clients’ central resource and unbiased advisor across the full range of their wealth management needs.