Woodlake Wealth Management
Woodlake Wealth Management Inc. (WWM) was founded in 2017 in Golden, Colorado, by Michael Coleman. After working in the financial services sector for 20 years, Michael created a wealth management firm focused on providing clients with superior service, individualized planning, and comprehensive financial advice.
Michael has assembled a team of professionals with over 45 years of experience in the financial services industry. The WWM team works together to take the necessary strategic steps to accomplish the goals of each client by first developing a customized investment and service plan. Once a plan is finalized and implemented, the WWM team works with clients to modify and make adjustments on an ongoing basis, matching the ever-changing individual needs of clients.
WWM is dedicated to keeping clients informed by providing educational resources that cover various topics in the financial industry, including insurance and available products. Both Michael Coleman and Kent Hansen, WWM’s Vice President, are certified by the College of Financial Planning as Chartered Retirement Planning Counselors and are licensed insurance agents.
WWM client services include the following:
- Financial and retirement planning
- Investment portfolio design and management
- Stock option diversification strategies
- Estate and legacy planning
- Insurance for individuals, families, and businesses
Additionally, for tax and legal matters, WWM works with a group of local professionals in Colorado to assist clients. These Strategic Partners include LPL Financial and Western Wealth Management.