ColemanJohns Group
Categories
Personal Banking Financial Advisors/Planners Commercial Banking Financial Tax Consulting
About
At ColemanJohns Group, we understand that wealth isn’t just a dollar amount.
Wealth is the ability to fully embrace life, measured not by what you own, but by the richness of your experiences, the depth of your relationships, and the freedom to pursue your passions. It is the peace of mind that comes from knowing you have the resources—be it time, energy, or love—to create a life filled with meaning, joy, and purpose. True wealth is found in the moments that connect us, the wisdom we gain, and the growth we experience. It's the power to live your life on your own terms, with the courage to explore what's next.
That’s why we uphold the highest standards in financial planning and investment management —ensuring every decision is rooted in your best interests, with an unwavering focus on integrity and care.
We work with unique individuals and families navigating consequential financial choices—whether preserving a legacy, planning for the future, or managing newfound success. Our tailored approach provides precision, clarity and confidence, helping clients make thoughtful decisions while ensuring they’re always in control of their financial future.
No matter your situation or personal goals, we'd love to hear from you. Please don't hesitate to call or email us!
Additional Info
Over $100 million in assets under management; With meaningful client relationships from California to New York.
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