Colonial Wealth Strategies

At Colonial Wealth Strategies, creating and implementing comprehensive financial strategies for business owners and professionals is what we do, but what we’re known for more than anything is showing people that more is possible. As a result, our clients are able to confidently pursue what matters most to them. We combine southern hospitality, a wealth of knowledge from advisors across the country, and strategies to help you achieve your financial goals. We look forward to connecting with you!

You can count on our CWS Promise:

We’ll be friendly.

In an increasingly impersonal world, you deserve to be treated with genuine warmth and a caring, human touch.

We’ll communicate in plain, simple English.

No technical terms. No industry jargon.

We’ll call you back.

You deserve a prompt response to every call, text, and e-mail.

We’ll honor our commitments.

We’ll do what we say we’re going to do, when we say we’re going to do it.

We’ll be knowledgeable.

It’s our responsibility to have and/or get the technical expertise to answer your questions correctly.

We’ll be straight with you.

If we don’t know the answer, we’ll say so and we’ll get it.

We’ll be thorough.

We’ll explore issues from multiple angles, looking for every possible way to solve your problem – conventional and unconventional.

We’ll own your problem.

We’ll give you the advice and support we’d give to a member of our own family.

We’ll be great listeners.

We know listening is more than simply “not speaking.” We’ll be present and engaged, listening with care and empathy. Above all, listening to understand.

What we do from a high level:

Our team brings subject matter experts to your financial world.

This may include:

Financial Planning – both personal and business, Financial Consulting, Tax Planning, Estate Planning, Protection Planning, Accumulation Strategies, Decumulation Strategies, Money Managment, College Planning, Risk Management, Company Benefits, Succession Planning, Executive Benefits, Deferred Compensation.