Columbus Wealth Management

Matthew and Co. at CWM are what I have been hoping to find.: intelligent, diligent, dedicated, and NICE financial professionals who love what they do. What they do is make a successful person like me be able to focus on what I do best--my job by helping to take care of the financial things that need to get done. Matthew really wants the best for his clients and meets them where they are--dragging them, if he has to, to do what he knows is best for them. He is patient, however, and does what the client (ie, me) needs to move things along. I am very grateful for his guidance, soft cajoling, and trust in me. He has certainly earned mine. I could not recommend him more highly! Thank you, Matthew!
Apr 9th, 2024

I cannot recommend Columbus Wealth Management highly enough! From the moment I started working with them, I felt reassured and confident in their expertise. Their deep knowledge of the market and personalized approach to my investment goals truly set them apart. Nick and Matt took the time to understand my financial situation, risk tolerance, and long-term objectives. They provided clear explanations and guidance every step of the way, making complex investment concepts easy to understand, to someone who knew nothing about investments. Thanks to their strategic advice and diligent monitoring of my portfolio, I've seen impressive returns and feel secure in my financial future. Their professionalism, responsiveness, and genuine care for their clients make them a true standout in the field. If you're looking for an investment professional who goes above and beyond to help you achieve your financial aspirations, look no further than Columbus Wealth Management. Trust me, you won't be disappointed!
Mar 31st, 2024

Matt and Nick did a great job analyzing an existing complex Insurance Policy for my mom. Their analysis was thorough and easy to understand. They laid out 4 options and detailed the benefits/drawbacks of each. I would not hesitate to recommend Columbus Wealth Management to my friends/relatives. In addition, they are great guys who genuinely care about their clients!!!
Feb 19th, 2024

Ive had the pleasure of knowing and working with Matthew and Nick Daniel for the past 15 years. Both are extremely passionate to help families achieve financial success. Their outgoing personalities coupled with their innovative approach to financial planning leads to a successful adviser/client relationship. In an industry where trust is critical, these two are the most trustworthy professionals I have ever known. Columbus Wealth Management is a top tier Investment firm!
Feb 14th, 2024

02/2024: I've now managed my wealth through CWM for 1.5 yrs in total. I'm extremely confident in their support and guidance regarding my families financial growth. The level of communication and service has been top notch! Their online services make managing multiple accounts and seeing my entire financial portfolio easy and accessible. I've requested quarterly meetings and Matt always provides an agenda beforehand so I can be prepared. The post-meeting notes are clear and concise, very easy to understand with well defined next steps. Our family started a new business last year as well. CWM has provided excellent tax and general business advice. Making sure all steps are taken to protect both our professional and personal financial futures. My original reason for switching financial services to CWM was heavily influenced by their status as fiduciaries. Moving forward, I will continue to invest with CWM because of the customer service and high level of support they provide. 05/2023: I've always managed our family budget closely and thought I was taking all the right steps to ready ourselves for retirement. I was unhappy with the service (lack of) from large investment companies I'd used in the past. Since switching to CWM, I feel confident that my family will reach our investment/retirement goals! It's wonderful to have individuals like Matt & Nick to provide financial advice and personal attention. I look forward to our quarterly reviews and have seen them go above and beyond to provide top notch communication and customer service. Highly recommended!!
Feb 21st, 2024