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
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A letter of instruction provides additional and more personal information regarding your estate.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Your credit score may influence how much you pay for auto and home insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are a few things to consider when buying or leasing your next vehicle.
There’s an alarming difference between perception and reality for current and future retirees.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, cracking the code on bonds.
In the world of finance, the effects of the "confidence gap" can be especially apparent.