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The Cole Bespoke
Wealth Management Plan


To truly fulfill our mission and deliver meaningful service, our core financial planning services revolves around the Cole Bespoke Wealth Management Plan. As the name implies, your Wealth Management Plan is rendered and executed based on your unique lifestyle, circumstance and investment return needs.

For example, a portfolio can be customized to accommodate regular redemptions in order to pay for tuition fees; or an increased risk profile to attempt to accumulate higher capital sums at a specified future dates; or to, perhaps, purchase a retirement annuity.

Managing investments, planning for retirement, and minimizing taxes comprise the core of Cole Bespoke Wealth Management Plan. However, we also realize that there are many other areas of our client’s financial lives that need to be addressed to deliver truly comprehensive financial advice. Our advisors are experienced and knowledgeable and able to provide advice on many different areas including: