BlushGold Wealth & Legacy

About

A Rare and Authentic Devotion to Your Lifetime and Legacy Goals

BlushGold Wealth and Legacy is dedicated to helping individuals and families achieve their lifetime and legacy goals through personalized financial solutions. Our clients are change-makers who envision an extraordinary life and are committed to pursuing it with intention and purpose.

They understand that life’s most meaningful assets are often found in the simplest and most unexpected places. No matter their stage of life, they seek positive change—for themselves, for those they love, and for generations to come.

Extraordinary Planning. Extraordinary Living.

Wealth and legacy planning is deeply personal—and often vulnerable. It requires open conversations about fears, failures, successes, and dreams, and the trust to place your financial future in another’s hands.

At BlushGold Wealth and Legacy, we believe that building a collaborative, trust-based relationship with you, your family, and your business is the foundation of truly extraordinary service.

Advisory Services

• Financial planning and coaching
• Investment and managed portfolio strategies
• Philanthropic and charitable planning
• Estate and beneficiary planning
• Retirement and benefits planning for individuals, families, and businesses
• Client-centered niche investing (values-based, environmental-social-governance, thematic)

Distinguished Offerings

We value close, long-term relationships with industry-recognized strategic partners and vendors. Through these partnerships, we seamlessly provide a comprehensive suite of family-office and high-net-worth solutions, including:

• Trust services
• Trust, will, and power-of-attorney creation
• Personal CFO services
• Private banking and lending solutions
• Cash management solutions
• Private client wealth management

Schedule an Initial Consultation

Carol Robinson
Founder, Financial Advisor

• Email Carol
• Text: 737-234-5997
• Call: 319-217-1997
• Connect on Linkedin
• 500 North 3rd Street, Suite 206B, Fairfield, Iowa 52556

Hours:
Tuesday through Friday, 9:00 am to 5:00 pm
Virtual and remote appointments available upon request.

Check the background of investment professionals on FINRA’s BrokerCheck.