WHO WE SERVE

We might be the right fit for you if:

You are a financial delegator – You would value a financial plan that includes retirement planning, taxes, investments, insurance and estate planning.

You are looking for a fiduciary advisor – You prefer to work with an advisor who has a fiduciary responsibility to act in your best interest and does not accept any commissions, fees or other compensation based on product sales or the advice we give.

You have saved $1,000,000 or more towards retirement – We have found that at this level of financial resources clients are posed to benefit the most from our team-based financial planning and wealth management.

You seek, respect and follow professional advice – You are ready to take action based on disciplined financial planning principles, instead of reacting to financial propaganda, conflicting opinions and events outside of your control

Colton Wealth Management is a 100% Fee-Only Firm

Fee-only, experienced, fiduciaries.

Our services range from financial planning to personal investment strategies specializing in comprehensive wealth management.

We look forward to helping your realize your financial goals.

You are a financial delegator – You would value a financial plan that includes retirement planning, taxes, investments, insurance and estate planning.

You are looking for a fiduciary advisor – You prefer to work with an advisor who has a fiduciary responsibility to act in your best interest and does not accept any commissions, fees or other compensation based on product sales or the advice we give.