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For the Investor Who Values Time and Choice

An Experience Beyond Wealth

Discover a Complete Private Wealth Experience

What more can we do for you?

People-First and Built on Trust

Our mission is to create long-term value for you through the careful, holistic stewardship of your wealth. We understand that a one-size-fits-all approach to investing and financial planning isn’t the best way to bring about lasting wealth. That’s why ColemanJohns Group offers a specialized continuum of personalized services - For estates with significant wealth to investors just getting started - designed to meet your unique needs. A liberating experience beyond wealth is possible. We’re here to help.

ColemanJohns Group proudly serves the unique needs of the LGBTQ+ community and allies who believe that true wealth means living a liberated life, where constraints are replaced with an array of choice. Our philosophy is fundamental and research driven, embracing an intimate, unbiased and intelligent focus on what matters most: Understanding You.

When acting as fiduciaries, we are committed to serving your best interest and will do everything we can to help you meet your financial goals. To find out what we can do for you, your family, and your business, contact us for a complimentary and personal consultation.
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Knowledge for Seeing Above the Noise

Pursuit of Understanding and Confidence

Comprehensive and Holistic Advocates

For People Who Value Results Beyond Wealth

For high-net worth families, the enhanced model of private wealth has become the experienced Financial Advisor who is able to guide them as they navigate the complex decisions required to manage wealth. We take the label “Financial Advisor” seriously as one who can be trusted to combine an understanding of the capital markets with an awareness of unique situations in life and to bring to the relationship the ability to anticipate a client's needs as they move from one stage of life to another. Our clients seek a Financial Advisor who looks at the big picture, the world, and the universe of resources available to deliver what they need when they need it.

Empowering families and investors is our top priority. It’s not about any single accomplishment. It is about the cycle of endless refinement and continuous improvement. Ultimately, it is our commitment to the process that most determines progress.

An Endowment Approach to Wealth Management

Discover Planning at its Best

We are a firm dedicated to establishing long-term relationships based on personalized service and a thoughtful deliberate approach to planning. In short, when you work with us, your financial well-being will be at the forefront of everything we do – exactly as it should be.

·         Investment Planning

·         Income Tax Planning

·         Retirement Planning

·         Estate Planning

·         Risk Planning

·         Asset Management
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ADVANCING YOUR

Financial Pursuits

Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.

  1. Discover your goals, roadblocks, and other considerations.
  2. Analyze your current financials to identify strengths, weakness, and opportunities.
  3. Advise you on a tailored plan that pinpoints your financial needs and goals.
  4. Implement your financial plan and investment strategy.
  5. Monitor your plan and portfolio and adjust as necessary.

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