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Client Solutions

Let’s build on what you have accomplished

Colmina offers integrated wealth management and financial planning to help protect your wealth and help your money work harder for you. Wherever you are on the road to financial independence, there is always more work to do. We can help. With our experienced team of professionals, you’ll gain a modern wealth planning relationship offering integrated

advice and strategies to help you elevate your financial potential.

Our dedicated wealth managers specialize in tailoring your asset allocation to match your unique time horizon, long-term aspirations, and comfort with risk. We are here to empower you with the knowledge and support needed for your financial journey, ensuring you maintain control and confidence in the driver's seat.

Financial planning begins with a deep understanding of your joys, challenges, and concerns. This approach fosters trust, allowing us to prioritize your values and provide tailored advice. We're not just wealth managers; we're your advocates. Together with our in-house teams, we craft a flexible wealth management strategy that evolves with you.

If your dream is to watch sunsets on your porch or travel the world during retirement, our goal is to make that dream a reality. No matter where you are in your investment journey, Colmina advisors can help you craft a strategic roadmap that paves the way for the comfortable and fulfilling retirement you've earned.

MANAGEMENT

Managing risk and liabilities is complex and understanding how they intertwine is crucial aspect of securing your financial well-being. Our comprehensive planning approach includes a personalized risk assessment- pinpointing potential risks to provide expert guidance on safeguarding your future.

Our Comprehensive Concierge Services redefine financial support. Beyond traditional assistance, we offer personalized guidance and resources to help you get the most out of what you've earned. From lifestyle services to forensic financial expertise, we're your trusted partner in safeguarding your financial interests.

SERVICES

We can help you achieve your life goals

Asset management tailored to your unique needs

Risk Alignment to help you invest & sleep at night

Personalized service and dedicated investment advisors

Access to financial planning resources covering retirement account strategies, Social Security, Medicare, estate planning, debt management, and so much more

A fiduciary duty to always put clients’ interests first—and one simple, transparent fee that means we only do better when you do better!

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