Investments

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.

Meet Our Wealth Management Team


We believe that teaching our clients financial concepts and strategies empowers informed decisions. We'll share our knowledge on financial challenges such as managing debt, saving for retirement, health and extended care costs, as well as minimizing risks that could derail future plans.  Meet Our Team!