Goals based wealth planning for individuals and family enterprises
The Coulter Wealth Management experience is a partnership built on our expertise and strategic wealth planning to reach your goals. By taking the time to get to know your unique situation, financial and lifestyle goals, and what motivates you, we can understand not only where you started and where you are now in life, but where you want to go.
Planning can be overwhelming. Our committed team will focus on your goals, values, relationships, interests, and complete financial picture to make the complex simple. We want you to enjoy the benefits of your wealth without having to worry about the complexities that come with it. Our goal is to simplify things for you.
We will understand and focus on your unique needs.
At Coulter Wealth Management, we advise a select group of high-net-worth individuals and families, business owners, and family enterprises. Each of our clients’ unique needs are met with the understanding of who they truly are, and what they care about. Working with an exclusive group of clients who have clarity on their goals and what they would ultimately like to see their wealth do for them, ensures we can give you the focus and attention you need. We work with a professional network of accountants, lawyers, insurance and tax experts to ensure a comprehensive experience.
We take a team approach.
We will be working with you to understand your priorities, what drives you, and the direction which you want to go in life. From there, we will design a comprehensive financial plan and investment portfolio that aligns with your goals. The result is a wealth plan that covers every angle and leaves no aspect of your financial picture overlooked.
Having a plan is just the beginning. As you move through different stages of life – whether that’s succession planning, selling a business, or retirement – we make sure your plan reflects what you are working towards and will help achieve your goals.