Welcome Versālus Clients!

We are excited to be working with Brian Pusateri, as well as all of you!

If you have questions regarding your insurance policy, please reach out to

Kim Givens at kgivens@coltongroome.com, or

G. Tate Groome at tgroome@coltongroome.com

Helping Families & Businesses Navigate the Roads of
Financial Success since 1950.

A Full-Service Wealth Advisory Firm

Wealth, Insurance & Retirement

Colton Groome & Company is Western North Carolina’s oldest independent financial planning firm. We were founded on the principles of precision, perseverance and thoroughness.

We provide concierge-level wealth management services to individuals, families, businesses, and nonprofits ready to set a course and confidently navigate all of life’s peaks and valleys toward optimal financial outcomes.

You always get the personal attention you deserve. We start all of our client relationships with a personal conversation. Before we can provide financial guidance, we need to know your goals. Our specialized financial and wealth management services provide you with less worry and frustration and confidence in realizing your financial dreams. As an independent firm, you can trust we have your best interest at heart.

Our mission is to help individuals, families & businesses succeed inter-generationally by providing expert asset management and thoughtful financial planning.

Schedule Your Complimentary Review today

Check out our Advisors on FINRA Broker Check

Enjoy Your Journey

With Our Specialized Levels of Service

Our Comprehensive Wealth Planning Includes:


Horizon Investments, LLC is a separate entity from ValMark Securities Inc. and Colton Groome & Company.

Fee-based planning and third-party money management offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRASIPC, 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome & Company, Colton Groome Financial Advisors, LLC., are separate entities from Valmark Securities, Inc. Colton Groome & Company is a separate entity from Retirement Plan Advisory Group.