As Vice President of Private Wealth Management at Capital Wealth Advisors (CWA), Colleen’s passion is helping successful business owners who have a lot of questions about how to grow their financial wealth they worked so hard for and protect it too. Colleen creates a personalized plan with you in mind called the “peace of mind” plan. This means you will be able to live your best life, even when your working days are over.
What clients love most is that she’s been in their shoes. When she sold her CPA practice, she was faced with making a lot of decisions about how to protect and use the proceeds from the sale. With Colleen on your side, you won’t have to do it alone. Explore your exciting dreams for the next chapter of your life, and discuss financial options in assisting you while striving to achieve your goals (whether you already sold or are about to).