Our Mission

We are committed to helping our clients
pursue financial independence,
a successful retirement,
and a lasting legacy

We Listen.  Our mission is to get to know and understand our clients and prospects’ unique situation, needs and long-term goals.  We help our clients develop, implement and monitor a strategy that’s designed to address their individual situation. 

We Teach.  We believe that helping our clients understand financial concepts and strategies empowers them to make informed decisions that are right for them.  From saving for retirement, managing expenses, addressing health care and extended care/LTC costs to minimizing risks that could derail their future plans, these personal financial challenges can be overwhelming.  Our commitment is to help our clients understand and address their concerns and utilize all our knowledge and resources to help them pursue their goals. 

We Assist and Guide.  Our vision is to be our client’s trusted wealth advisor who assists them through all their major life events with thoughtful, timely and personalized guidance. In these times of change and uncertainty, we believe now is the time for us to assist and guide our clients and help create or review the existing plans in place.  The strategies and products that got many to the cusp of retirement may not be what is needed to get them home to a successful retirement.

We Serve.  All of our energy, commitment and efforts are focused on serving you, the client.  Our mission is to help our clients address and pursue their wealth management goals and objectives and walk with them on this financial journey.  At Coulee Wealth Management, we serve our community as we serve our clients.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

shari.hopkins@lpl.com   |  608-784-3904