Cole Wealth Management, LLC (“CWM”) is a fee based registered investment advisory firm with its headquarters located in Scottsdale, AZ. CWM provides Wealth Advisory Services including Financial Planning and Investment Management to executives, entrepreneurs, athletes, retirees and business owners throughout the United States.
What we do
We recognize that along with financial success comes increased responsibilities and complexity. At CWM, we provide a holistic approach to managing all aspects of our clients financial picture. By doing so, we can uncover the critical interdependencies among investments, income and taxes, providing for retirement, expense management, insurance, as well as business counseling and philanthropic decision-making. We recognize that our clients unique financial needs and goals change over time, so we offer a full range of financial planning and investment services.
How We Differ from Our Competition
We differ from most of our competitors in several ways. First we are compensated through advice fees paid by our clients, thereby allowing us to always work in our clients best interests. Most of our competitors (i.e.: the brokerage houses or large branded financial services companies) receive the bulk, if not all, of their compensation through commissions from the products they sell. Many times there are hidden commissions, fees and marketing kickbacks which are not transparent to the client that can influence their representative to make decisions that are not objective. Therefore, the clients of these firms don’t always receive the most prudent and objective advice, products and/or services. Because the associates of CWM are compensated for our advice, we can always provide the most appropriate recommendations for our clients.
The second major way in which we differ from our competitors is that we create customized financial planning and investment solutions for every client. Many of our competitors use “cookie cutter” financial planning strategies to lure clients in as a means to sell high cost products. At CWM, we provide each client with specific, tailor made solutions designed with their unique goals and needs in mind.
Third, we differ through providing superior ongoing advice and service. Unlike our competitors who make large up-front commissions, CWM earns its revenue by maintaining strong, long term client relationships. We have created a win-win relationship model where we are successful only if our clients are successful. Over time, by assisting our clients in reaching their financial planning and investment objectives, we enhance our reputation in the investment management community.
Lastly, we are a progressive and nimble firm that is constantly on the lookout for up to date investment and planning strategies. Unlike our Fortune 500 competitors who are lethargic in their ability to change and develop, CWM is an agile firm constantly seeking new information and opportunities to provide increased value for our clients.
Where we do it
: We work with clients in AZ as well as across the country. We find that today’s technology allows for a professional and close relationship regardless of the location.
Address14301 N 87th StSuite 307
Scottsdale, Arizona 85260