A Dedicated Solution for Managing Complex Family Wealth
Family Office Services
The CGF Suite of Services
Some families who utilize Colton Groome’s Financial Planning may have particularly complex situations. For this reason, we offer comprehensive services to support generational wealth.
We have robust capabilities and a powerful network for providing highly customized private wealth management under our Family Office Service. In addition to our comprehensive financial services, this can include any of the following:
“I really value that my relationship with Colton Groome extends beyond myself and involves my family. Together we have developed a financial plan that will see us through the long haul AND extend to the generations that follow us.”
CGF Client
(unpaid testimonial, 12/15/20)
Comprehensive Services to Support Generational Wealth
CGF Connector Program™ for:
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- CPA
- Estate Planning Attorney
- Corporate Trust Services
- Bill Pay Administration
- Concierge Services
- Philanthropic Organization
- Senior Services
- Property & Casualty Insurance
- Business CFO Services
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Please contact us at any time to discuss utilizing these services, customized for your needs.
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*Unless otherwise noted, Valmark Securities, Inc. is not affiliated with any other company referenced in this document.
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Colton Groome Financial
1127-B Hendersonville Rd.
Asheville, NC 28803
Tel - (828) 252-1816
Fax - (828) 254-5895
info@coltongroome.com
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This testimonial was provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome Financial, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc.
Colton Groome Financial Advisors, LLC is a Registered Investment Advisor (RIA). Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This material is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. Colton Groome Financial Advisors, LLC has exercised reasonable professional care and diligence in the collection, analysis, and reporting of this information but has not independently verified, validated, or audited the data. Colton Groome Financial Advisors, LLC makes no representations or warranties with respect to the accuracy of the information, nor whether it is suitable for the purposes to which it is put by users. Colton Groome Financial Advisors, LLC and its subsidiaries shall not be liable to any user of this report or to any other person or entity for any inaccuracy of this information or any errors or omissions in its content, regardless of the cause of such inaccuracy, error or omission. Furthermore, in no event shall Colton Groome Financial Advisors, LLC be liable for consequential, incidental or punitive damages to any person or entity for any matter relating to this information.
