Holistic Financial Planning and Wealth Management Services

Colman Knight Advisory Group offers comprehensive, customized wealth advisement services for individuals, families, and businesses.

We’re leaders in the cutting-edge field of Integral Wealth: a unique methodology that recognizes “wealth is more than money.” To that end, we offer our clients the broadest perspective, striving to maximize your sources of interior and exterior wealth, empowering you to live a prosperous and meaningful life — whatever that means to you.

Our experienced team blends expertise and insight, wisdom and experience, to ensure practical results and a fulfilling personal experience. We’re equipped to attend to the inner and exterior facets of wealth, all within one firm: from beliefs to behaviors, from legalities to emotions, from cultural expectations to nitty-gritty planning. We’ll customize and dynamically steer a clear path towards your specific needs.

Our comprehensive services include:

  • Wealth Management
  • Wealth Accumulation & Distribution
  • Financial Transitions
  • Risk Management
  • Philanthropy
  • Somatic Finance
  • Conscious Cash Flow
  • Tax Planning & Preparation
  • Education Funding
  • Estate & Legacy Planning
  • Asset Protection
  • Integral Wealth Coaching

Click here for prospective and new client information.

Learn more about our services for:

Individuals
& Families

Business Consulting

Speaking Events
& Workshops