Our firm was founded by Rick Mantei who began his career at Merrill Lynch in 1982. From humble beginnings we have built a team of 13 licensed advisors with over 200 years of cumulative industry experience that work tirelessly to service over 2600 client families. Our scope goes far beyond the local reach of our 4 branch offices; our team is licensed in 38 states and carries a wealth of knowledge in the areas of asset management, financial and estate planning, unique insurance strategies and tax planning. With all of these resources at our disposal, it’s no wonder why thousands of hard working families have trusted us with their financial well-being for decades.
Our goal is simple: to provide an unprecedented level of personalized service in helping our clients reach their financial goals. We customize a financial strategy based on your needs first, and then work to implement it in a cost efficient, easy to understand way.
Our approach is straightforward: It’s all about relationships. Whether it’s your first meeting with us or you’ve been a client for 35 years, it is immediately apparent who the most important person in the room is. At Cola Wealth everything we do is client focused; from our non-traditional business hours to our annual Client Christmas Party (24 years and counting!). Our “can do” attitude has made us the go-to source for our client’s financial needs for nearly 40 years.