Wealth Management Services

A critical piece to your financial puzzle

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We guide, assist and help our clients with Fee-Based Wealth Management through a comprehensive approach that is client-centered, goal-oriented and strategy-driven.  

Integrated Wealth Management focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management and retirement strategy that is aligned with your short and long-term objectives, allowing us to provide personalized, competent professional advice and solutions as you pursue your unique financial and retirement goals. 

By building a personal relationship, we’re able to help you anticipate needs, plan for the future and guide you through all of life’s twists and turns. 

Our Three Step Approach to Your Personalized Plan

1. Assessing Your Needs and Finances

We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.
 

2. Preparing Your Plan

We provide a detailed analysis of your finances, develop a variety of customized strategies, and offer recommendations to address your future needs.
 

3. Implementing and Monitoring Your Strategy

Once you select the best approach, we put your personalized plan into action. We then maintain consistent communication with you, carefully monitoring your portfolio and plan and making adjustments when necessary.

Investment and Wealth Management

Financial success only happens with the proper planning and discipline. Through each stage of your life, it is important to evaluate your resources, priorities and goals within the changing economic, political and investment environment. We work with our clients to develop customized strategies to pursue their financial goals both short and long term with key elements of our proven investment philosophy that include:

  1. Incorporating principled strategies based on each customer’s risk tolerance, time horizon and goals
  2. A rigorous screening process for ensuring top-quality asset selections
  3. Asset allocation strategies to enhance and broaden return potential
  4. Diversification strategies of investments and accounts designed to minimize downside risk and gain broader market exposure
  5. Connecting the appropriate investment vehicle to the corresponding time-based goal with the objective of long-term equity growth and prudent risk management and capital preservation strategies

Integrated Wealth Management Services and Resources Include:

  • Fee-based advisory and brokerage services
  • A broad range of investment products
  • Innovative technology and secure client platforms
  • Personalized market research from a team of analysts, economists, and investment strategists

Schedule a Free Confidential Consultation

Years of experience have prepared us to guide you through life's transitions. We believe helping people better understand and navigate the world of personal finance is vital in order to make prudent decisions concerning your financial future.

 

Contact Our Wealth Advisor
Investing involves risk including potential loss of principal. No investment strategy can guarantee a profit or protect against loss.

Investors should note that the deduction of advisory fees will impact overall account returns.

RICP conferred by The American College.

Coulee Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. Coulee Bank is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Coulee Bank or Integrated Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Integrated Wealth Management, and may also be employees of Coulee Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Coulee Bank or Integrated Wealth Management. Securities and insurance offered through LPL or its affiliates are:


The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.