About Coulee Wealth Management (CWM)

Coulee Wealth Management, located at Coulee Bank, is committed to helping our clients pursue financial independence, a successful retirement, and a lasting legacy

Financial Planning Services

We can work to develop the best strategy for you to meet financial goals. Guiding our clients through life’s transitions, we will look to a diverse number of investments and accounts to build you a customized plan.

Wealth Management Services

Our free Education Planning Sessions are a great way for you to explore the options available when saving for your children’s education.