COLTON WEALTH MANAGEMENT

Fee-Only Fiduciary Advisors

Financial Planning for those who value: Transparency Fiduciaries Honesty Evidence Empathy Competence Objectivity

Get Your Comprehensive Retirement Analysis

Evaluate financial opportunities, assess potential risks and returns, and provide informed recommendations to help clients make better investment decisions.

Retirement Review

Assessment of an your current financial situation, future goals, and retirement plans to determine if you are on track for a secure and comfortable retirement..

Tax Return Review

A thorough examination of your tax return to ensure accuracy, identify potential deductions or credits, and optimize tax planning strategies.

Schedule Your Free Analysis

Why CWM?

Financial Planning And Portfolio Management Designed For You

Fiduciary

Required by law to always act in your best interest. Put simply, we are liable if we give you bad advice.

Commission-Free

No commisions and no hidden fees. We are not here to sell financial products that you don’t need.

CFP®/CPA Professionals

We rely on our professional backgrounds to follow a disciplined, evidence based approach to financial planning.

Step 1: Get to Know Us

Scott and Josh are highly skilled financial planners who bring a unique combination of expertise as Certified Financial Planner® Professionals (CFP®) and Certified Public Accountants (CPA). Schedule a call to get to know us and see if our expertise matches your situation.

Who We Work With

Step 2: Get a Commitment Free Plan

Investment Analysis

Evaluate financial opportunities, assess potential risks and returns, and provide informed recommendations to help clients make better investment decisions.

Retirement Review

Assessment of your current financial situation, future goals, and retirement plans to determine if you are on track for a secure and comfortable retirement.

Tax Return Review

A thorough examination of your tax return to ensure accuracy, identify potential deductions or credits, and optimize tax planning strategies.

Step 3: Think About It

We understand that selecting a financial advisor is a decision built on trust. Following the presentation of your financial plan and addressing any further inquiries you may have, we encourage you to take the time to reflect and determine whether we align with the specific needs of your situation.

Step 4: Personalized Ongoing Advice

We prioritize affordability and have gained national recognition as a best-value institution. With detailed cost breakdowns for all programs, we offer financial aid support to ensure access to quality education without undue financial burden. Let us help you achieve your academic goals.

Meet Scott & Josh

Scott and Josh are highly skilled financial planners who bring a unique combination of expertise as Certified Financial Planners® (CFP®) and Certified Public Accountants (CPA). With their extensive background in tax and planning, they offer a comprehensive and holistic approach to financial planning. Their in-depth knowledge of tax laws and regulations allows them to identify tax-efficient strategies for their clients, maximizing savings and minimizing liabilities. By integrating their tax expertise with their financial planning skills, Scott and Josh provide personalized advice tailored to each client’s goals and circumstances. They strive to empower their clients to make informed decisions, optimize their financial resources, and achieve long-term financial success.