WEALTH MANAGEMENT SERVICES
An integrated approach to your financial future
By bringing these services together into one financial plan, the goal is to address every part of your financial future in one place.
Discretionary Portfolio Management
As a registered Portfolio Manager with Fieldhouse Capital Management, Koltin takes direct responsibility for your investment decisions, building portfolios designed around your specific needs and objectives.
Financial Planning
Through careful analysis, Koltin and the Fieldhouse team pinpoint your goals, identify potential shortfalls, and design a tailored plan built for long-term confidence.
Insurance & Estate Planning
Protect what you’ve built by pairing insurance solutions with strategic estate planning, so your legacy transfers smoothly to the next generation.
Tax Planning
Strategies aimed at improving your tax efficiency, reducing liabilities, and helping you keep more of what you earn.
Lifestyle & Philanthropic Planning
Align your wealth with what matters most to you: supporting the lifestyle you want and creating room for meaningful charitable giving.
Fieldhouse Proprietary Funds
Fieldhouse manages its own suite of proprietary investment funds, giving investors direct access to its team’s own strategies and expertise.
Investment management and proprietary funds are provided through Fieldhouse Capital Management. Koltin coordinates planning with the appropriate professionals as your needs require.
