COULOMBE AND SONS WEALTH MANAGEMENT

Overview

Coulombe And Sons Wealth Management is a small, independently owned registered investment adviser that serves individual and family clients as well as a limited number of institutional relationships. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee engagements for planning or consulting work. The practice is modest in scale and appears to operate as a primarily non-discretionary advisor, which suggests the firm focuses on client-directed accounts and advisory relationships rather than broad discretionary model management. Coulombe And Sons is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices