Wealth Management - A Critical Piece to Your Financial Puzzle

We guide, assist and help our clients with Wealth Management through a comprehensive approach that is client-centered, goal-oriented and strategy-driven.  

The Team at Coulee Wealth Management focuses on you and the unique set of financial circumstances you and your family face.  Getting to know and understand your personal needs allows us to create a customized wealth management and integrated retirement strategy that is aligned with your short and long-term objectives, allowing us to provide objective, competent professional advice.  By building a personal relationship, we are able to help you anticipate needs, plan for the future and guide you through all of life’s twists and turns. 

As your trusted advisor, we are committed to bringing certainty to uncertain times by offering customized solutions and consistent communication to your unique situation.  

Our Approach to Your Personalized Fee-Based Wealth Management Plan

We use a client-centric process focused on pursuing specific milestones we create together.  Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy, and monitor it to help you stay on course.

1.  Assessing Your Needs and Finances.  

We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.

2.  Preparing Your Plan

We provide a detailed analysis of your investments, develop a variety of customized strategies, and offer recommendations to address your future needs.

3.  Implementing and Monitoring Your Strategy

Once we select the best approach, we put your personalized plan into action.  We then maintain consistent communication with you, carefully monitoring your portfolio and plan and making adjustments when necessary.

Through each stage of your life, it is important to evaluate your resources, priorities and goals within the changing economic, political and investment environment. We work with our clients to develop customized strategies to pursue their financial goals both short and long term with

 Key elements of Coulee Wealth Management’s proven investment philosophy include:

  • Incorporating principled strategies based on each customer’s risk tolerance, time horizon and goals
  • A rigorous screening process for ensuring top-quality asset selections
  • Asset allocation strategies to enhance and broaden return potential
  • Diversification strategies of investments and accounts to minimize downside risk and gain broader market exposure
  • Connecting the appropriate investment to the corresponding time-based goal provides for a balanced strategy that includes long-term equity growth along with prudent risk-management and capital preservation strategies

 

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. 

Investors should note that the deduction of advisory fees will impact overall account returns.