Specialties:
The Coolican Hodgson Wealth Advisory Group's services include:
• Financial, Estate and Strategic Planning
• Portfolio Construction
• Portfolio Management
• Manager Selection and Review
The Coolican Hodgson Wealth Advisory Group provides a client centered approach to wealth management. They have over 80 years of combined financial services experience spanning accounting, investment management, insurance and banking. The group also has international experience and have held progressively senior roles in business including CEO and CFO. If you are looking for a customized wealth management plan created by seasoned professionals, please call The Coolican Hodgson Wealth Advisory Group for a private consultation.
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