Cole Wealth Management, LLC

Cole Wealth Management, LLC is a fee-based registered investment advisory firm founded in 2005 and based in Scottsdale, AZ. They offer financial planning and investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Clients have control over their assets, and CWM does not act as a custodian. The firm provides a holistic approach to managing clients' financial needs, offering services such as financial planning, investment management, tax planning, insurance review, education funding, retirement planning, and estate planning. Investment advice is provided with the client making the final decision on asset allocation. CWM generally does not accept clients without investment assets of at least $100,000, but this minimum is negotiable. The firm offers various agreements, including Financial Planning, Asset Management, and Wealth Management Agreements, with fees based on a percentage of assets under management. CWM does not earn fees based on capital gains. The firm uses fundamental and technical analysis for investment decisions and offers globally diversified portfolios. Clients receive periodic reviews and performance reports. CWM does not vote proxies on securities for clients and does not engage in agency cross transactions. The firm has a comprehensive Privacy Policy and Business Continuity Program in place to protect client information and ensure uninterrupted service. For more information, visit www.colewealth.com or contact (480) 275-6354.