Cole Wealth Co. is a private wealth advisory practice in Orlando, built for families and individuals who want a clear plan for their money and a steady hand to help them follow it.
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.
Learn more →The years right before retirement carry the most weight. I help you make the big calls, like when to retire, how to turn savings into income, and when to claim Social Security.
Learn more →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.
Learn more →"The most consequential financial decisions are rarely the most complicated. They require clarity, patience, and a long-term view."
Portfolios built with discipline and matched to your goals, your timeline, and how much risk you are comfortable taking.
Learn more →A plan for the whole picture. Saving, cash flow, retirement income, taxes, and the goals that matter most to you.
Learn more →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.
Learn more →A relaxed 30-minute call to get to know each other and see if we are a good fit.
We map out your goals, your worries, and everything in between.
I put together a clear plan with real recommendations, written in plain language.
Regular check-ins and a real relationship that grows with your life.
A 30-minute call costs nothing, and it tells you everything you need to know about whether we are a good fit.
Cole Wealth Co. is a private wealth advisory practice in Orlando. A practice of one, by design, so the person who builds your plan is the same person you sit across from every time.
My storyI 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 practice 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.
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.
Good financial decisions rarely feel urgent. I help clients slow down, think clearly, and make choices that compound over decades, not just quarters.
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.
Financial planning doesn't have to feel overwhelming. My job is to make your strategy clear enough that you feel confident in it.
A 30-minute call is the simplest way to see if my approach is a fit. No forms, no prep, no obligation.
I work with families and individuals who want a thoughtful advisor invested in where they are headed, someone they can reach directly and build a real relationship with over time. Most fall into one of three groups, and each one calls for a slightly different kind of planning.
Who I work withYou are building something meant to outlast you. That takes more than good intentions. It takes the right structures, the right conversations, and a clear picture of what you want to leave behind. I help families coordinate estate planning, gifting, and education funding so wealth passes the way they intend.
The years right before retirement carry the most weight. Your savings rate, your tax strategy, when you claim Social Security. Getting these right can change what retirement looks like. I help pre-retirees build a transition plan that covers income, healthcare costs, Social Security timing, and how the portfolio is positioned, well before they need it.
Planning for a loved one with special needs is one of the most important things a family can do, and one of the most nuanced. Benefits eligibility, trust structures, who steps in down the road. These take careful thought. I work with families to protect their loved one's long-term security without putting the government benefits they rely on at risk.
That is exactly what a first conversation is for. A 30-minute call costs nothing, and it tells you whether we are a good fit.
There's no single right way to invest. Some clients are building wealth aggressively; others are protecting decades of growth. My role is to match the right strategy to where you are.
The philosophyThere is no single best way to invest, only the right approach for you. Some of the people I work with want to pursue growth aggressively; others want to protect what they have spent a lifetime building. So rather than force everyone into one model, I manage a range of strategies, each built with discipline, and match yours to your stage of life, your goals, your appetite for risk, and your tax situation.
There's no single best portfolio. The right one depends on your stage of life, your goals, your tolerance for risk, and your tax situation, so that is where I start.
What serves someone building wealth aggressively is different from what protects decades of growth. I manage strategies across that full range, each carrying its own level of risk, so yours fits where you are.
Aggressive or conservative, every strategy is run with the same discipline: a clear rationale, sensible diversification, and changes made for a reason, never a reaction.
Whatever your strategy, risk is spread across asset classes and regions. It softens the impact of any single position, and the temptation to overweight one.
Markets are unpredictable; fees and tax drag are not. I manage both with care and align your portfolio to your tax situation, because a dollar saved is a dollar still working.
The biggest threat to most portfolios isn't the market, it's the urge to react to it. A steady hand and a clear plan are worth more than any forecast.
Real wealth is the quiet result of good decisions, repeated over decades.
A 30-minute call is the easiest way to hear how this philosophy would apply to your own situation, no cost, no pressure.
Investments are one piece of a much bigger puzzle. Long-term wealth planning ties it all together: your income, your taxes, your retirement, and the goals that matter most, into one clear plan you can follow.
What planning coversA good plan is not a binder you put on a shelf. It is a living picture of where you are, where you want to go, and the steps that connect the two. I look at your whole financial life, not just one corner of it, and build a plan that adapts as your life does.
A clear view of what comes in, what goes out, and how to put more of it to work toward what matters to you.
A plan for turning a lifetime of saving into steady, reliable income, so you know what retirement can look like.
When you claim can make a real difference over a lifetime. We map out the timing that fits your situation.
Planning done with an eye on taxes, in coordination with your tax professional, so more of your money stays working.
Strategies to help fund education for children or grandchildren without putting your own plans on hold.
A home, a business, time off, a legacy. We build the plan around the things you want, then keep it on track.
Not jargon and projections you will never look at again. A clear plan, clear priorities, and a short list of what to do next.
The best plan is not the most complex one. It is the one you understand and will follow.
A 30-minute call is the easiest way to see what a plan for your situation would look like. No cost, no pressure.
The first step is a simple 30-minute call. No paperwork, no prep. Just a chance to talk through where you are and what you're building toward.
Get in touchEvery client relationship gets my full attention. If that sounds like what you've been looking for, I'd love to connect. Book a call below, or send me a note and I'll get back to you.
Pick a time that works for you. Calls are held Monday to Friday, 9am to 5pm Eastern.
Schedule a ConversationWe spend 30 minutes talking through where you are, what's on your mind, and what you're hoping to accomplish. There's no agenda, just a real conversation.
I work with clients at all kinds of stages. What matters more than your current balance is where you're headed and whether my approach is the right fit for you.
Once we decide it's a good fit, we build a plan around your goals and meet regularly to keep it on track as life changes. You'll always have direct access to me.
Yes. As an investment advisor, I have a fiduciary obligation to act in your best interest and to be transparent about how I work and how I'm compensated.