Closed now
Cool Wealth Management helps people use wealth as an opportunity to do what they want with life. Some of the most common goals we help with include retirement, education savings, estates, and real estate. We believe in a focus on ethics, price transparency, wholistic planning, and personalization.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
We provide ongoing tax - conscious financial planning and investment guidance to help individuals and small business retirement plans achieve their financial goals. We help you optimize your investment allocation, invest more efficiently across account types, and manage the accounts you don’t want to manage. Our planning strategies help reduce your taxes, including your employer retirement accounts, deductions, credits and income optimization. We are an ASHA approved financial planning organization and provide numerous educational courses. We are a fiduciary and ALWAYS act in our clients best interest. We charge a fixed flat fee not a percentage of your investment accounts. This is best for you because we receive no forms of compensation from anyone other than our clients. Founder Curtis Westrich has achieved the industry’s gold standard designation, CFP, Certified Financial Planner. Contact us for your investment solution.
Open now
