Company

Coromandel Wealth Management (CWM) is a fee-only financial advisory firm founded on the belief that families and individuals should have access to a full range of financial planning services and investment management, together with available investment portfolios that have low expenses and strong performance relative to the market, at a reasonable cost.  CWM addresses these needs through:

• • A comprehensive range of financial planning and investment advisory services.

• Personal financial planning tailored to the unique needs of each client.

  • A progressive fee structure that is lower than that of most advisory and brokerage firms.

• Low-cost, diversified ETF-based investment portfolios.

• Perform periodic reviews of clients' tax returns, estate plans, and investments relative to their retirement and other lifetime goals.

By providing superior service at a reasonable cost,

we intend to be the last financial advisor our clients will ever need.