Wealth Management Services

A critical piece to your financial puzzle

CWM Coulee Wealth Management
We guide, assist and help our clients with Fee-Based Wealth Management through a comprehensive approach that is client-centered, goal-oriented and strategy-driven.  

Coulee Wealth Management focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management and retirement strategy that is aligned with your short and long-term objectives, allowing us to provide objective, competent professional advice and solutions as you pursue your unique financial and retirement goals. 

By building a personal relationship, we’re able to help you anticipate needs, plan for the future and guide you through all of life’s twists and turns. 

Investing involves risk including potential loss of principal. No investment strategy can guarantee a profit or protect against loss.

Investors should note that the deduction of advisory fees will impact overall account returns.

Coulee Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. Coulee Bank is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Check the background of your financial professional on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Coulee Bank or Coulee Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Coulee Wealth Management, and may also be employees of Coulee Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Coulee Bank or Coulee Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.