Column Capital Advisors, LLC

Column Capital is a fee-only wealth management firm that provides financial and tax advice to high net worth individuals and families.

Fewer Conflicts of Interest • Independent, Objective and Fee-only. • Do not sell products or receive referral fees or commissions. Credentialed Professionals • Our group of advisors has years of formal education, decades of experience and maintain multiple professional credentials (CFP®, CPA, JD, CFA, & CIMA) • Maintain less than 50 client relationships per advisor. Approach • Offer an approach that integrates Investment Management, Financial Planning and Income Tax Planning. • Utilize tax expertise to help you keep more of what you earn resulting in greater wealth accumulation. • Strive to understand your personal goals and objectives and focus on helping you accomplish them. Institutional Investment Platform • Utilizes a due diligence process designed to identify and oversee top investment managers. • Separate custody, investment management, and reporting responsibilities to provide further protection against fraud or theft. • Help identify and negotiate lower investment fees for our client portfolios. We also structure the portfolio to minimize income taxes.