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
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How to help determine life insurance needs to provide for your family after you pass away.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
However exciting retiring abroad may sound, it deserves considerable planning.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Do you know where the idea of “retirement” comes from?
A collection of tips from professional travelers.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Making the most of surprises is a great reason to work with us.
How does your ideal retirement differ from reality, and what can we do to better align the two?
With alternative investments, it’s critical to sort through the complexity.
Estate conservation is too important to put off. Do you have a smart exit strategy?
It's easy to let investments accumulate like old receipts in a junk drawer.