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
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Try these activities to keep your brain sharp.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
What does your home really cost?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Have you explored all your options when it comes to managing your taxable income?
Estate conservation is too important to put off. Do you have a smart exit strategy?