Welcome to Colonial Wealth Management
At Colonial Wealth Management, we provide a holistic approach to managing all aspects of our clients' financial affairs. By doing so, we can exploit the interdependencies among the many disciplines of our clients' financial lives.
As an independent firm, we provide unbiased financial planning and investment advice based on a thorough understanding of your unique circumstances and philosophy about wealth management. We offer the benefit of our experience, education and professional training—along with our unique wealth management system—to help you reach your personal financial goals.
Our Holistic Approach
Our approach begins with a complete financial plan to address all aspects of your life, one that will save you time and money and help you avoid costly mistakes. Then we’ll recommend prudent strategies to address your stated objectives. As independent advisors, we are dedicated to serving your interests.
Our Unique Wealth Management System
Our unique wealth management system provides you the ability to organize all of your assets and consolidate them in the same place at the same time. Imagine a single location to view your financial accounts, copies of tax and legal documents, insurance coverages, and specific goals and strategic plans. Your financial data is stored in a password-protected encrypted vault, which is updated regularly and accessible to you and your advisors anytime, anywhere.
Benefits of our wealth management system, include:
- Real-time access to all financial related matters in one location
- Daily updates on account information
- 24/7 accessibility
- Ability to collaborate with multiple advisors in different locations
Sample Client - Personal Financial Homepage
Click here to view a 3-minute Flash video describing our unique wealth management system.
Independence powered by LPL Financial
Colonial Wealth Management is powered by LPL Financial, the nation’s largest independent broker/dealer.* LPL Financial provides comprehensive back office support to independent financial advisory firms, enabling them to provide objective financial guidance to their clients. The firm has no proprietary products.
