Coltiva Wealth focuses on two main planning components: wealth management and protection planning. We work with families, small business owners and professional athletes to establish retirement planning goals and educate our clients on the tools that will best fulfill those goals. Topics of expertise include retirement plan design and implementation for employers, individual retirement and investment planning, as well as wealth transfer strategies. We also advise on concepts to protect assets and the income they generate using many different insurance and protection tools. Our mission is to be our clients "life advisor," helping them with not only financial issues but connecting them to trusted resources in other related and non-related professions. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Coltiva Wealth Planning Partners. Wealth Planning Partnersdoes not offer tax or legal advice. https://bit.ly/KF-Disclosures This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.