Individuals & Families

Who Do We Help?

Each investor faces different challenges when it comes to managing their investment portfolio. Bristlecone provides expert solutions for:

  • Retirees (or planning for retirement)
  • Business Owners & Executives
  • Physicians & Attorneys
  • Faculty
  • Expatriates (Americans living abroad or foreigners living in the US)
How Do We Help?

We manage your investments in an effort to preserve or grow what you have built while you focus on what matters to you such as family, business, travelling, or volunteering. Through our comprehensive Investment Management Process we assist you with:

  • Financial goal setting
  • Asset allocation
  • Tax optimization
  • Investment selection
  • Spending and withdrawal strategies
  • Social Security Filing
  • Estate, tax or charitable planning in coordination with
    outside experts

Schedule your introductory meeting with one of our principals. Contact Us.