As we looked around the traditional wealth management industry, we found that the industry had major limitations. Rather than receiving the same conventional wisdom and taking the same approach as the herd, our clients were asking us for sophisticated advice and access to an ecosystem of alternative private investments.
Because of this, we built Kolden Wealth off the multi-family office model to deliver a truly comprehensive wealth management experience. Our integrated platform includes comprehensive business planning & wealth advisory services, along with access to institutional-quality alternative investments.
Founder & Wealth Advisor
our parent firm
Strategic Partner
Our asset manager
As we looked around the traditional wealth management industry, we found that the industry had major limitations. Rather than receiving the same conventional wisdom and taking the same approach as the herd, our clients were asking us for sophisticated advice and access to an ecosystem of alternative private investments.
Because of this, we built Kolden Wealth off the multi-family office model to deliver a truly comprehensive wealth management experience. Our integrated platform includes comprehensive business planning & wealth advisory services, along with access to institutional-quality alternative investments.
Founder & Wealth Manager
our parent firm
strategic partner
our asset management team
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). Registration does not imply a certain level of skill, or training. No content contained herein should be construed as a direct or indirect offer of investment advisory services from Kolden Wealth. The planning information and concepts provided are general in nature, are provided for educational and informational purposes only, and should not be construed as legal, tax, or investment advice. No person should assume that the publication of any of this material serves as the receipt of, or a substitute for, personalized advice from Kolden Wealth, or from any other investment professional. Individuals should not use the content herein as the sole basis for any investment, planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced herein. All expressions of opinion reflect the judgment of the individual as of the date of publication and are subject to change. All planning and investment strategies have the potential for profit or loss, and different planning strategies, investments, and types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific plan, investment, or investment strategy, including those discussed herein, will be profitable or equal any historical or anticipated performance level. Past performance does not guarantee future results.
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