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.
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your...
Alex Ortiz
Technology Specialist
Alex has been involved with technology his whole life. He has a great sense of patience and is a delightful teacher for those who might struggle with technology from time to time. He enjoys working
Hope Hoover
Director of Marketing / Graphic Designer
Prior to joining us in 2022, Hope headed up her own business as a mobile notary and closed over 1,500 real estate loans during the 2 -year pandemic. Hope holds a bachelor’s degree from Rocky Mountain College of Art & Design and...