Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy The Wild West of Data Theft



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 credentialed lead advisors bring years of formal educational training and experience. By maintaining a select number of clients, we are able to design and oversee your overall financial situation and maximize your after-tax wealth. Our firm’s approach to wealth management seeks 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 helping you realize your dreams, in the present and for your future.

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Medicare vs. Medicaid

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Buying a Vacation Home? 5 Questions to Consider First

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Money that Buys Good Health is Never Ill Spent

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Estimate your monthly and annual income from various IRA types.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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