Who We Are
When our founder, Michael Coleman, was approached with the chance to work as an independent financial advisor, he knew right away that it would be a good fit. This transition to independence allowed him to provide a higher level of service to his clients and cater plans that are right for their needs.
At Woodlake Wealth Management, we are here to serve as your financial guide and craft plans to take you from where you are today to where you hope to be tomorrow. Our years of experience and knowledge of the investing world allow us to guide you away from any planning pitfalls and craft a path that is right for your goals. We aren’t motivated by any commissions or proprietary products and our only loyalty is with our clients.
Contact us today to learn more. We’d be more than happy to help.