A complete list of active advisors currently associated with Colton Wealth Management
Warmer can help you find a great advisor at Colton Wealth Management or one who fits your needs even better.
Colton Wealth Management provides personalized financial planning, investment management and related consulting to individuals (including high-net-worth clients) as well as pension and profit-sharing plans and trusts. In addition to retirement, estate and education planning, the firm offers tax services concurrent with its advisory work and operates on a fee-only basis without accepting commissions. The firm’s investment approach emphasizes strategic asset allocation and a long-term, buy-and-hold philosophy, implemented primarily through no-load, institutional-class mutual funds (notably Dimensional Fund Advisors), exchange-traded funds, individual fixed-income securities and certificates of deposit, with portfolios managed on a discretionary basis. Written asset-allocation plans are delivered at onboarding and accounts receive periodic reviews, while custody and trade execution are facilitated through an institutional platform. What is distinctive is the firm’s provision of tax services alongside financial planning and investment management, reflecting an accounting-oriented practice model that is uncommon among peers. The firm also routinely recommends institutional-class DFA funds—holdings that may be less accessible to some retail clients and can affect portability after terminating services—and generally avoids IPOs and illiquid partnership investments.
To learn more about the advisors currently working at Colton Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Arcadia, CA
| 6
| |
Arcadia, CA
| 24
|
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