Rare Authentic Devotion to Your Lifetime and Legacy Goals.
BlushGold Wealth and Legacy is dedicated to helping people achieve their lifetime and legacy goals through personalized financial solutions.
Our clients are change-makers who expect an extraordinary life and will stop at nothing to reach their dreams. They also understand that life’s most precious assets are found in the unlikeliest and simplest of places. And no matter what phase of life they are in, they seek positive change for themselves, their loved ones, and generations to come.
Extraordinary Planning. Extraordinary Living.
Wealth and legacy planning is both personal and vulnerable. It’s not easy to share your greatest fears, failures, successes and dreams, putting your financial faith in another. Building a trusting, collaborative relationship with you, your family, and your business is the our first key to providing you with extraordinary service.
Advisory Services:
Financial planning and coaching
Investment and managed portfolio strategies
Philanthropic and charitable planning
Estate and beneficiary planning
Retirement and benefits planning for individuals, families, and businesses
Client-centered niche investing (values-based, environmental-social-governance, thematic)
Distinguished Offerings:
We value close working relationships with industry-known strategic partners and vendors. We proudly and seamlessly offer a full suite of family-office and high-net worth solutions:
Trust services
Trust, will, and power-of-attorney creation
Personal CFO services
Private banking and lending solutions
Cash management solutions
Private client wealth management
Full Website Coming Soon
To schedule an initial consultation, please contact:
Carol Robinson
Founder, Financial Advisor
Hours:
Tuesday through Friday, 9 am to 5 pm.
Virtual and remote appointments available upon request.
Check the background of investment professionals on FINRA’s BrokerCheck.