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Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React Once Upon a Goal

WELCOME TO COLONIAL RIVER WEALTH MANAGEMENT


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

WHAT WE DO

WHAT WE DO

Our Services
WHY WORK WITH US

WHY WORK WITH US

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WE ARE HERE FOR YOU


A More Confident Journey

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 you and your family or business journey confidently.


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.

WHAT'S YOUR RISK NUMBER?

WHAT'S YOUR RISK NUMBER?


Determining how fast you're comfortable traveling on your investment journey is the first step in helping your advisor develop an investment strategy that's perfect for you. 

Everyone has a Risk Number.

Let's find yours.


Get Free Risk Analysis

CREATE AN INVESTMENT PLAN TO ACHIEVE YOUR GOALS

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.

Start Investment Plan
WHERE TO START?

WHERE TO START?



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.



Get Started

HELPFUL CONTENT

<p>Paying Off a Credit Card</p>

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.
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<p>Budget Check Up: Tax Time Is the Right Time</p>

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
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<p>It May Be Time for a Financial Checkup</p>

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
Learn More

HAVE A QUESTION?

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