Wealth management designed to fit your needs

At CI Bluestein Private Wealth, we look beyond investments to provide holistic advice and coordinated strategies for your entire wealth picture, no matter how complex it may be.


Retirement Planning

We will help you create a plan—which includes spending and saving dynamics, risk management and tax optimization—designed to maximize the potential for your wealth to last for your lifetime and beyond.


Risk Management and Insurance

We serve as an objective advisor on risk management topics, including insurance-related matters, helping you understand your exposure and crafting an appropriate and cost-efficient strategy to protect yourself and your loved ones.


Estate Planning and Wealth Transfer

Decisions you make today can have a profound impact on your financial legacy. We strive to help you navigate the personal, legal, tax and philanthropic issues surrounding estate and wealth transfer planning.



Charitable Giving

By building your philanthropic plan into your overall wealth management strategy, your legacy can both reflect your values and leave a lasting impact on the causes you care about. We will advise you on specific strategies with a goal to maximize both your gifting power and the related tax benefits.


College Planning

It is critical to have a plan for the cost of college. We help you prepare for the road ahead in a tax-advantageous manner. 


Family Office Services

We can work closely with your other advisors to seamlessly serve your family's comprehensive wealth needs from managing global assets and navigating family dynamics to handling multi-jurisdictional tax compliance, customized reporting, philanthropic endeavors, bill payment and more, we can seamlessly serve your family’s comprehensive wealth needs.


Complex Compensation Plans

We have deep experience working with corporate executives, law firm partners, and financial services professionals and understand that company compensation plans can have a substantial impact on—and be a significant risk to—your wealth. We can manage the complexity, risks and tax implications of company compensation plans as a core part of your financial plan and allocation strategy.


Discover more about working with CI Bluestein Private Wealth.