About Us


Kolb Wealth Management, LLC. was founded on the principle that all clients should have a trusted financial advisor who provides independent, unbiased advice, and adheres to the fiduciary standard.

 

Joseph E. Kolb, CFP®Joseph E. Kolb is a CERTIFIED FINANCIAL PLANNER™ practitioner and investment advisor representative. He has served as an officer on the board of the Financial Planning Association and is also a member of the Estate Planning Council of Rhode Island. Before founding Kolb & Company Private Wealth Management, Joseph’s previous work experience was at StrategicPoint Investment Advisors, where he served as an advisor and Director of Financial Planning. He received a Bachelor of Science in Business Studies from Southern New Hampshire University and completed his CFP® coursework from Bryant College in Rhode Island.

In addition, Joseph is also a member of the Estate Planning Council of Rhode Island and the Partnership For Philanthropic Planning. Joseph has also taught Financial Literacy as a volunteer for Junior Achievement of Rhode Island. He is the former Vice President and co-founder of Star Medical, Inc. and has over 18 years of business experience.

 

© Copyright 2017 - Kolb Wealth Management, LLC. is a Registered Investment Advisor, registered in the State of Rhode Island.