Cory Colquette, Cpa, Pfs

Cory Colquette, Cpa, Pfs Email and Phone Number

Fiduciary Wealth Advisor @ Optivise Advisory Services, LLC
Cory Colquette, Cpa, Pfs's Location
Chattanooga, Tennessee, United States, United States
Cory Colquette, Cpa, Pfs's Contact Details

Cory Colquette, Cpa, Pfs personal email

n/a

Cory Colquette, Cpa, Pfs phone numbers

About Cory Colquette, Cpa, Pfs

Imagine growing your wealth while actively contributing to causes you believe in. We believe in customizing clients’ financial lives to align with their values. We are a cutting-edge wealth management firm specializing in values-based investing and custom indexing. Our commitment is to create a financial plan and portfolio that mirrors your principles without compromising on returns.We understand that every investor is unique. That’s why we offer personalized indexing, ensuring your investments directly reflect your goals and values. Our comprehensive approach considers not only financial factors but also values-based factors such as faith-based, environmental, social, and governance aspects to make sure your investments make a positive impact on the world, while securing your financial future.Together, let’s build a portfolio that profits you and your beliefs. Let’s make your investments mean more!

Cory Colquette, Cpa, Pfs's Current Company Details
Optivise Advisory Services, LLC

Optivise Advisory Services, Llc

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Fiduciary Wealth Advisor
Cory Colquette, Cpa, Pfs Work Experience Details
  • Optivise Advisory Services, Llc
    Partner
    Optivise Advisory Services, Llc Jan 2020 - Present
    Franklin, Tn, Us
    View
  • The Colquette Group
    Founder / Owner
    The Colquette Group Sep 2011 - Present
    Chattanooga, Tennessee, Us
    Wealth Advisor in Chattanooga, TN focusing on values-based investments and custom strategies for high net worth families.
    View
  • Wealth & Pension Services Group
    Wealth Advisor / Owner - Chattanooga Office
    Wealth & Pension Services Group Apr 2014 - Jul 2019
    We are bringing a new style of wealth management and financial services to the Chattanooga area. For too long, clients have only had a couple of different choices when it comes to handling their financial position. We now have the capabilities to offer the services and process of a big company, combined with the client-centric culture of an independent wealth management firm.We have three primary advantages:1. We are a client-centric firm; the client's best interest always comes first and always will (WPSG is a registered investment advisory firm with a fiduciary standard),2. We are an integrated practice, and our consultative process walks clients through every aspect of their lives that can be related to finance - planning, investments, insurance, taxes and so on. 3. We are a regional firm with multiple offices that can utilize the expertise and operational capacity of a bigger firm.
  • Integra Wealth, Llc
    Owner / Principal / Portfolio Manager / Cpa Financial Planner
    Integra Wealth, Llc Feb 2010 - Dec 2013
    Worked with high net worth individuals and small business owners to provide wealth management services.
  • Guardian Wealth Management, Inc.
    Financial Planner/Portfolio Manager
    Guardian Wealth Management, Inc. 2005 - 2009

Cory Colquette, Cpa, Pfs Skills

Wealth Management Strategic Financial Planning Estate Planning Investment Advisory Investments Financial Analysis Finance Small Business Real Estate Retirement Investment Properties Accounting Financial Advisory Portfolio Management Personal Financial Planning Entrepreneurship Financial Planners Tax Financial Planning Mutual Funds Wealth Holistic Financial Planning Special Needs Trusts Life Insurance Risk Management Retirement Planning High Net Worth Individuals Strategy Management Consulting Financial Services Insurance Cpa Tax Preparation Iras

Cory Colquette, Cpa, Pfs Education Details

  • The University Of Tennessee At Chattanooga
    The University Of Tennessee At Chattanooga
    Finance
  • The University Of Tennessee At Chattanooga
    The University Of Tennessee At Chattanooga
    Biology

Frequently Asked Questions about Cory Colquette, Cpa, Pfs

What company does Cory Colquette, Cpa, Pfs work for?

Cory Colquette, Cpa, Pfs works for Optivise Advisory Services, Llc

What is Cory Colquette, Cpa, Pfs's role at the current company?

Cory Colquette, Cpa, Pfs's current role is Fiduciary Wealth Advisor.

What is Cory Colquette, Cpa, Pfs's email address?

Cory Colquette, Cpa, Pfs's email address is co****@****lth.com

What is Cory Colquette, Cpa, Pfs's direct phone number?

Cory Colquette, Cpa, Pfs's direct phone number is +177033*****

What schools did Cory Colquette, Cpa, Pfs attend?

Cory Colquette, Cpa, Pfs attended The University Of Tennessee At Chattanooga, The University Of Tennessee At Chattanooga.

What are some of Cory Colquette, Cpa, Pfs's interests?

Cory Colquette, Cpa, Pfs has interest in Children, Jogging, Investing, Real Estate, Economic Empowerment, Politics, Education, Reading, Finance, Science And Technology.

What skills is Cory Colquette, Cpa, Pfs known for?

Cory Colquette, Cpa, Pfs has skills like Wealth Management, Strategic Financial Planning, Estate Planning, Investment Advisory, Investments, Financial Analysis, Finance, Small Business, Real Estate, Retirement, Investment Properties, Accounting.

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