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.Contact Us
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
What kind of auto insurance should you have? Do you know?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Four vacation destinations you might never have thought of.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn about the importance of having an estate strategy in this helpful and informative video.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When you retire, how will you treat your next chapter?
Preparing for the unexpected can make all the difference if your family relies on your income.
For women, retirement strategy is a long race. It’s helpful to know the route.