Just how frothy is America’s stockmarket?
- The Economist
We crunch the numbers to assess just how euphoric investors became in 2024.
Where Precision Unlocks Boundless Choice
Exclusive Relationships with a singular vision
Pushing the Boundaries of Excellence
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.
Meet with Our FounderColemanJohns 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.
Knowledge for Seeing Above the Noise
Pursuit of Understanding and Confidence
What Will the Market Return in 2025?
- Forbes
What will the market return in 2025? History offers clues, but not specificity. Learn how to invest wisely amid uncertainty.
Video: Stocks Will Scale This 'Wall of Worry,' Harvey Says
- Bloomberg
Chris Harvey, Wells Fargo head of equity strategy, says stocks and risk will both go higher next year as the Federal Reserve slowly cuts rates. He is on "Bloomberg Surveillance."
Wealthy Baby Boomers Will Make Heirs Wait, Schwab Survey Says
- Bloomberg
Younger generations say they are more likely to pass on their money while still alive.
Calculating Your Rent Budget: A Step-by-Step Guide
- Business Insider
A general rule of thumb is that you should aim to spend no more than 30% of your gross income on rent. But a better way to find out how much rent you can afford is to look at your overall budget and your individual needs. Getting a roommate or moving to a different neighborhood can help if you're struggling to afford rent.
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
· Investment Planning
· Income Tax Planning
· Retirement Planning
· Estate Planning
· Risk Planning
· Asset Management
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.
- Discover your goals, roadblocks, and other considerations.
- Analyze your current financials to identify strengths, weakness, and opportunities.
- Advise you on a tailored plan that pinpoints your financial needs and goals.
- Implement your financial plan and investment strategy.
- Monitor your plan and portfolio and adjust as necessary.