A complete list of active advisors currently associated with Coulombe and Sons Wealth Management

Warmer can help you find a great advisor at Coulombe and Sons Wealth Management or one who fits your needs even better.

Coulombe And Sons Wealth Management provides portfolio management, financial planning, and retirement‑plan advisory services to high‑net‑worth individuals and business clients. The firm offers non‑discretionary direct asset management, written full financial plans or hourly consultations, and ERISA 3(21) services for qualified plans including 401(k), 403(b), pension, profit‑sharing and cash‑balance arrangements. Investment decisions are made on a non‑discretionary basis — the firm determines securities and amounts but obtains prior client approval before executing trades — and strategies are tailored to each client’s goals, time horizon and risk tolerance using fundamental analysis and periodic reviews. The firm reported $5,335,914 in non‑discretionary assets under management (and no discretionary assets) and conducts account reviews at least quarterly. What is noteworthy for a single‑advisor independent firm is the combination of formal ERISA/pension consulting and plan advisory work alongside affiliated insurance and other financial services businesses, with the firm’s principal allocating material time to those affiliated activities. The brochure discloses potential conflicts from insurance commissions and affiliations and describes mitigation through written disclosures and the firm’s fiduciary obligations when providing advice.

To learn more about the advisors currently working at Coulombe and Sons 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.