Why I built
this firm
Cole Wealth Co. is a private wealth advisory firm in Orlando. A firm of one, by design, so the person who builds your plan is the same person you sit across from every time.
Financial clarity
shouldn’t be a privilege
I grew up in a house where money was talked about openly. My family has run small businesses in Central Florida for generations, and my father and grandfather taught me to think long term, invest patiently, and make decisions with a clear head. I also have a brother with special needs, so I learned early that some families are planning for a lifetime, not a retirement.
That kind of financial fluency changed the direction of our family, and I’ve spent my career helping others build the same foundation. Today I work with business owners, families building a legacy, and people navigating a wealth transition they want to get right.
My firm is built on long term relationships and advice that puts your goals first. I’m a lifelong Orlando resident, and I love what I do.
Principles that guide
every relationship
I work as a fiduciary. That means I’m held to a legal and ethical duty to put your interests ahead of my own, and it sits behind everything that follows.
Long Term Thinking
Good financial decisions rarely feel urgent. I help clients slow down, think clearly, and make choices that compound over decades, not just quarters.
Relationships First
You work directly with me, from the first call onward. That means quicker responses, deeper conversations, and advice built around your whole picture, not a template.
Radical Clarity
Financial planning doesn't have to feel overwhelming. My job is to make your strategy clear enough that you feel confident in it.
Clear about money,
especially my own
Most people never get a straight answer about what their advisor costs. You should have one before we ever meet, so here it is.
When my fee is tied to the value of your accounts, we want the same thing. If your money grows, I do a little better. If it falls, so do I. That is the simplest way I know to keep my interests lined up with yours.
- 01
One fee
You pay a single advisory fee, calculated as a percentage of the assets I manage for you. It is deducted from your account each quarter and shown in dollars on every statement.
- 02
No commissions on my advice
I am not paid for recommending one investment over another. When I suggest something, it is because it fits your plan, not because it pays me more.
- 03
No surprises
I tell you the exact figure in our first conversation, before you commit to anything. If it ever changes, you will hear it from me first, in writing.
- Selling you a specific fund, annuity, or insurance product
- Moving your money more often than your plan calls for
- Referring you to an attorney, accountant, or other professional
- Meeting with you, calling you, or answering your questions
If anything here is unclear, ask me. I would rather you know than wonder. The full details are in the advisory agreement you receive before any account is opened.
Let’s start the conversation.
A 30-minute call is the simplest way to see if my approach is a fit. No forms, no prep, no obligation.