Our Passion is Financial Planning. Our Focus is On You.
Colonial River Wealth Management offers financial planning, investment services, retirement planning, insurance services and tax preparation.
Our Wealth Advisors are passionate about financial planning and helping our clients strive to reach their financial goals. As independent financial professionals, we are able to completely focus on the unique goals, needs, and objectives of each client. We believe that success in today’s markets requires financial strategies that are tailored to suit each client and we specialize in holistic planning that covers all your bases.
We help our clients by combining comprehensive financial planning; cutting-edge tools; an experienced, passionate team, and a broad array of high-quality investment and insurance products.
A More Confident Path
Colonial River Wealth Management helps guide clients along the winding path of life from accumulating and preserving wealth to planning for important goals.
Let the Colonial River Wealth Management team help guide you and your family or business.
Delivering the Support and the Financial Guidance You Need
We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.
Our Work Is Critical
Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.
We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.
You Matter to Us
While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.
We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at (804) 335-1200 any time.
We are always here for you.
Before we can plan to help you meet your financial goals, we'll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.
This comprehensive financial summary is designed to help you take inventory and assign realistic values to your personal assets and liabilities. It is the essential first step in organizing your financial future.
Understanding the Alternate Valuation Date
Investing for Impact