Wealth Management Associates has announced the addition of investment advisor Jacob Coleman to the Eagle office. Coleman brings 24 years of investment management and financial planning experience to the team. His services include business succession planning, family wealth management, retirement planning and estate planning needs. As a fiduciary, Coleman prides himself in offering unbiased advice tailored to every individual’s financial needs. He enjoys the challenge of developing highly personalized, yet simple solutions to complex financial situations.
Coleman joins Wealth Management Associates
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