Who Are We?

The Colman Team have a combined 50 years of experience in the financial planning and investment field. Working with over 120 client families, The Colman Team is committed to delivering superior service. We assist clients with their financial planning, review of income and estate tax matters, wills and powers of attorney. Through our advice on investment portfolios, we are able to provide the best wealth management solutions using private client programs and mutual funds available from various fund management companies, including affiliated companies. Assante Wealth Management provides the administrative, regulatory and client record-keeping services so that The Colman Team can concentrate on serving our clients. We specialize in simplifying and enhancing the lives of our clients, using integrated financial solutions.

Our Core Beliefs are that:

  1. By taking a holistic financial planning approach, we can suggest solutions that will accomplish all of our clients’ goals.
  2. Proper portfolio design requires knowledge of the client’s risk profile, liquidity requirements, income needs and time horizon.
  3. We can best manage the risk by taking an asset allocation approach.
  4. We can further reduce the risk by adding depth to the asset allocation approach by introducing different management styles, geographic and industry sector, market capitalization and credit quality.
  5. Investors will do better when using professional money management rather than selecting individual securities.
  6. We normally do NOT charge a commission (neither upfront or later), but rely on the fund companies' trailer/servicing fee as our compensation.

Our Mission Statement:

To provide peace of mind to our clients through the development of confidence in their financial security.