KOLB WEALTH MANAGEMENT, LLC

Overview

Kolb Wealth Management, LLC operates as a small, individually owned advisory firm focused on portfolio management for individuals and small businesses. The firm identifies itself as a capital allocator and reports active ESG investing as part of its approach, which suggests environmental, social or governance considerations are integrated into manager or product selection. Kolb Wealth Management also performs selection of other advisers, indicating it builds client portfolios both through direct management and by allocating to third‑party managers or strategies. The firm lists a relationship with an insurance company, so insurance-based solutions (capacity for life‑insurance planning, annuities or other risk‑transfer products) are part of its toolkit. Fee arrangements include a percentage‑of‑AUM component plus other fee types.

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Investments & Alternatives

Location & Offices