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 father and grandfather taught me to think long-term, invest patiently, and make decisions with a clear head.
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 pre-retirees, 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.
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.