Welcome to Column Capital
Column Capital is an independent, objective, and fee-only wealth management firm that provides wealth management services to high net worth individuals and families. Through our expertise and ability to integrate investment management, financial planning, and tax services, we offer a more complete solution to address your wealth management needs.
Our highly-credentialed professionals bring years of formal educational training and decades of proven experience. By maintaining a select number of clients, we are able to better design and oversee your overall financial situation and maximize your after-tax wealth. Our firm’s approach to wealth management gives us the power to keep you focused on where you want to go as we advise you on how to get there. We maintain a disciplined approach to realizing your dreams, in the present and for your future.Contact Us
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Healthy habits are one of the greatest gifts to give your child.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A quick look at how federal income taxes work.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?