A complete list of active advisors currently associated with Cole Wealth Management, LLC

Warmer can help you find a great advisor at Cole Wealth Management, LLC or one who fits your needs even better.

Cole Wealth Management serves individuals (including high-net-worth households), trusts, estates, pension and profit-sharing plans, charitable organizations and business entities through a mix of financial planning, investment supervisory (asset management) and wealth management services. The firm’s four-advisor team manages roughly $181 million for about 280 client relationships and offers ongoing portfolio management, retirement and estate planning, and tailored financial planning engagements. CWM describes a holistic, goal-based investment process that documents client objectives and implements actively managed asset-allocation models using no‑load and load‑waived mutual funds, ETFs, individual equities and fixed income, with both discretionary and non‑discretionary arrangements. The firm employs fundamental and technical analysis, conducts periodic reviews, and may adjust allocations based on economic and market assessments while encouraging client-imposed restrictions where requested. A distinctive feature of the firm compared with many peers is the integration of insurance sales and in‑house tax preparation into its advisory practice: representatives sell commissionable life and annuity products and provide professional tax-preparation services when appropriately registered, activities the brochure notes can create conflicts of interest and are disclosed to clients. The firm also notes formal relationships with insurance brokers to access rated carriers and a team with multiple advanced planning credentials, which supports its emphasis on coordinating investments, taxes and insurance in client plans.

To learn more about the advisors currently working at Cole Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.