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
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Five creative (and inexpensive) ideas for motivating your employees.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
For women, retirement strategy is a long race. It’s helpful to know the route.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Around the country, attitudes about retirement are shifting.
All about how missing the best market days (or the worst!) might affect your portfolio.