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 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.Contact Us
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.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When do you need a will? The answer is easy: Right Now.
There are a few things to consider when buying or leasing your next vehicle.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Smart investors take the time to separate emotion from fact.
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a quick guide to checking to see if you have unclaimed money.