Who We Are

Our firm was founded with one goal – to provide the best personal financial advice possible that is always in the best interests of the clients we serve. To accomplish that, our services are only offered on a fiduciary standard and strictly fee-only basis.

At Colton Wealth Management you can expect:

To be treated like family. We care about your goals, your fears, and most importantly your success.

To have your best interest put first. We are fiduciary advisors and take no commissions so we will not be selling you products.

To understand. We will help you feel comfortable that you are fully addressing and managing the complexity of your financial concerns in ways that makes sense.

To receive customized advice. We create comprehensive plans unique to your goals because there is no one size fits all when it comes to financial planning.

Meet Your Planning Team