1516 Losey Boulevard South
Shari brings over 20 years’ experience in the financial services industry to Coulee Wealth Management. She has a passion for advising individuals, couples, families and business owners by creating a personalized financial plan to...
Our objective at Coulee Wealth Management is to provide the expertise, guidance and strategies our clients need to pursue the financial dreams they hold - from wealth management and retirement income planning to integrated investment and risk-management strategies. We strive to provide exceptional service and to help create financial confidence and financial independence. Our personal goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we work diligently to develop a personalized program that carefully balances investment strategies with preserving principal.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using non-proprietary investment solutions and state of the art research through LPL Financial.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to pursue those rewards.
As am active member of our community, Shari takes pride in knowing that as we help our neighbors and friends pursue the type of financial future they dreamed about, we are also serving our community.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.
LET’S GET STARTED
We welcome the opportunity to learn your story, understand your financial objectives and help create a personalized strategy to pursue your financial goals and dreams.
email@example.com | 608-784-3913