Cobblestone Capital Advisors offers extensive resources and a high level of attention to personal service. Clients come to Cobblestone, and stay with us, because they know we truly offer more.
More comprehensive services. The scope of our services goes well beyond managing investments to include planning services which cover every aspect of your financial life. In that regard, we’re a true wealth manager. Our multidisciplinary in-house team can help you control the complex interplay between investments, cash flow, taxes, equity in a business, retirement planning, estate planning, and charitable giving – all in the context of your values and goals.
More sophisticated solutions. Our approach is tailored to address each individual client’s situation and meet specific goals. We look at the whole picture, paying special attention to how each piece affects the others, in order to make the best recommendations for your unique situation. Having a broader view also allows us to see connections and take steps to capitalize on opportunities and avoid problems.
More expertise and support. At Cobblestone, you will benefit from the combined expertise of a team of three to four professionals: a relationship manager, a portfolio manager, a support professional and, as needed, a financial planner. Our in-house team provides expert advice and guidance along with a deep commitment to client service. As a Registered Investment Advisor, our duty is to act in the best interests of our clients at all times. We are not brokers, and there is a significant difference. Our efforts are focused solely on you and your success.