We are a fee-based financial advisory firm.  Coltiva Wealth Planning Partners act in a fiduciary capacity for our clients, and we put that in writing:

  • We will always put your interests first – ahead of our own.
  • We will always act in utmost good faith and undivided loyalty to you.
  • We will always make recommendations only after understanding your investment objectives, financial situation and concerns.
  • We will always act diligently and exercise professional competence.
  • We will always strive to eliminate conflicts of interest wherever possible, and provide full and fair disclosure for conflicts that are unavoidable.
  • We will always provide you with a full and fair disclosure of all fees.
  • We will never accept payments for recommending any investment to you.
  • We will never accept payments from other professionals for referring you to them.

We operate with complete transparency, avoid conflicts of interest, and disclose all details, fees, and expenses. We take the time to thoroughly explain all of your investment options in plain English and encourage you to ask questions throughout our process.