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
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Simple steps may help you foil hackers and protect your privacy.
Gaining a better understanding of municipal bonds makes more sense than ever.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
It may help your business be better prepared in the event of the death of a principal or key employee.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What if instead of buying that vacation home, you invested the money?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Have you explored all your options when it comes to managing your taxable income?