Cole Wealth Co. | Private Wealth Advisory
Private Wealth Advisory · Orlando, Florida

Private wealth advisory for families, business owners, and those planning for a loved one with special needs.

Cole Wealth Co. is an Orlando advisory practice built for people who want a clear plan for their money and one advisor who knows them by name.

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Who I Work With

Built for people building something

01

Legacy Families

You are building something meant to outlast you. I help you put the right structures and conversations in place so your wealth passes the way you intend.

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02

Business Owners

Your wealth and your business are woven together. I help you make the big calls, like paying yourself with intention, diversifying beyond the company, and preparing for the day you sell or step back.

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03

Special Needs Families

Planning for a loved one with special needs takes real care. I help families protect their loved one's future without putting the benefits they rely on at risk.

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A quiet path beneath old oak trees
“The most consequential financial decisions are rarely the most complicated. They require clarity, patience, and a long term view.”
How I Help

What I focus on

Investment Management

Portfolios built with discipline and matched to your goals, your timeline, and how much risk you are comfortable taking.

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Wealth Planning

A plan for the whole picture. Saving, cash flow, retirement income, taxes, and the goals that matter most to you.

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Special Needs Planning

Protecting a loved one's future without risking the benefits they rely on. Special needs trusts, ABLE accounts, and a plan for what comes next.

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How We Start

Working together is simple

01

Discovery Call

A relaxed 30-minute call to get to know each other and see if we are a good fit.

02

Deep Dive

We map out your goals, your worries, and everything in between.

03

Your Plan

I put together a clear plan with real recommendations, written in plain language.

04

Partnership

Regular check-ins and a real relationship that grows with your life.

Let’s talk.

A 30-minute call costs nothing, and it tells you everything you need to know about whether we are a good fit.

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