Colman Knight Advisory Group LLC

Colman Knight offers comprehensive financial services and investment management to individuals, families and businesses. We’ve built a holistic wealth advisory firm to help our clients strengthen their financial integrity so that they can align their resources with their deepest purpose, find fulfillment, and awaken their true wealth.

Our comprehensive Integral Wealth Planning service is based on a philosophy of wholeness designed to optimize your sources of interior and exterior wealth.

Financial Fitness - Bring clarity and awareness to the flow of your income and expenses so you can live the lifestyle you want and reach your aspirations.

Investment Management - We assess your risk-profile and investment preferences to design and implement a portfolio tailored to your unique goals.

Tax Planning & Preparation - We analyze your unique tax situation to maximize deductions and prepare individual income tax returns in-house.

Business Optimization - Bringing specialized expertise in business consulting, we support business owners to gain results with effective planning and structure.

Legacy Planning - Consciously create your legacy for future generations by leaving your estate intentionally complete and ordered.

Insurance & Protection - We review your medical, life, liability and property insurance to minimize your exposure to life’s challenging events and routine risks.

Financial Transitions and Somatic Finance® - As Certified Financial Transitionists®, along with Gayle Colman’s proprietary methodology of Somatic Finance®, we are experts in exploring the human dimensions of money matters.