What We Do

We believe that good financial advice comes from independent advisors, not companies or advisors in the business of selling products. We provide our clients personalized advice and solutions unique to their needs. We offer two distinct but complementary services; Financial Planning and Investment Management. Clients may work with us in one area exclusively, or they may utilize our wealth management services.

Financial Planning

“Financial planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child’s education or planning for retirement.” “Financial planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances.” CFP Board of Standards

© Copyright 2018 - Kolb Wealth Management, LLC. is a Registered Investment Advisor, registered in the State of Rhode Island.