Column Capital - Wealth Management

Financial Services - Indianapolis city, IN, US

Column Capital - Wealth Management Senior Management
Kevin Sweet

Co-Founder, Chief Investment Officer

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Frank Tinsley

Executive Director and Chief Operating Officer

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Brian Upchurch

President and Managing Director

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Column Capital - Wealth Management Details

Column Capital is an independent, objective, and fee-only wealth management firm that provides wealth management services to high net worth individuals and families. Through our expertise and ability to integrate investment management, financial planning, and tax services, we offer a more complete solution to address your wealth management needs.Our highly-credentialed professionals bring years of formal educational training and decades of proven experience. By maintaining a select number of clients, we are able to better design and oversee your overall financial situation and maximize your after-tax wealth. Our firm's approach to wealth management seeks to keep you focused on where you want to go as we advise you on how to get there. We maintain a disciplined approach to helping you realize your dreams, in the present and for your future.

Column Capital - Wealth Management logo, Column Capital - Wealth Management contact details
Employees: 100 - 249
HQ: 317 663-6500
Location: Indianapolis city, IN, US
Revenue: 10 - 20 Million
Investment Bank/Securities Brokerage Management Investment Open-ended
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