Helping families design, build, and protect wealth for generations.
Culture of Truth
Cultivated family dialogue clarifies interests and intentions.
Community of Knowledge
Collective knowledge improves the science of investing.
Discipline of Purpose
Never compromise on values, disciplines or practice.
Generational Legacy
Empowering optimism for generations.

Helping families design, build, and protect wealth for generations.

Culture of Truth
Community of Knowledge
Discipline of Purpose
Generational Legacy
Cultivated family dialogue clarifies interests and intentions.
Collective knowledge improves the science of investing.
Never compromise on values, disciplines or practice.
Empowering optimism for generations.

Cobalt uses a fully integrated, holistic, and evidence-based investment approach that helps your family transfer knowledge and sustain wealth for generations.

We combine culture and family legacy, wealth preservation strategies, and asset growth implementation services to build solutions reflecting your family’s intentions and core values. By transferring wealth and wisdom through generations, we empower families to make intelligent choices that define their vision.

 

Our Services

 

Culture & Family Legacy

CobaltSea helps create an environment for communication.

 

Wealth Preservation Strategies

Protecting assets with discipline, impactful investments, and consistent guidance.

 

Asset Growth Implementation

Committed to an established system of academic science and innovative wealth solutions.

Culture &
Family Legacy

CobaltSea helps create an environment for communication.

Wealth Preservation
Strategies

Protecting assets with discipline, impactful investments, and consistent guidance.

Asset Growth
Implementation

Committed to an established system of academic science and innovative wealth solutions.

The CobaltSea Process

Design

You want your money to support your values, not to define them. We’ll help you design the life you imagine for yourself, your family, your future and your dreams – now and for generations to come.

Build

We focus on helping clients link their money and their values, identify their goals and objectives, and craft strategic long-term plans that allow for the changes that life inevitably brings.

Protect

As a fiduciary advisory firm, we act in the best interest of our clients with no hidden agenda or conflicts of interest. We are dedicated to improving the individual and collective lives of those we serve.

 

Empower your family.