Our Approach

Our process was developed by our clients, for our clients

Strategy. Planning. Execution.

Working with Columbus Wealth

One of these choices may be appropriate for your unique situation. Jacob and our team will help you decide which route may be a good fit during your first appointment. We often hear there’s a mystery around working with financial professionals. Hopefully, this helps you understand our process before meeting.

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At Columbus Wealth, you aren’t measured by account statements or assets.

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Our Services

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SECURITIES, INVESTMENT ADVISORY SERVICES AND FINANCIAL PLANNING OFFERED THROUGH QUALIFIED REGISTERED REPRESENTATIVES OF MML INVESTORS SERVICES, LLC. OFFICE OF SUPERVISORY JURISDICTION – 900 EAST 96TH STREET, SUITE 300, INDIANAPOLIS, IN 46240 (317) 469-9999 , MEMBER SIPC. COLUMBUS WEALTH IS NOT A SUBSIDIARY OR AFFILIATE OF MML INVESTORS SERVICES, LLC OR ITS AFFILIATED COMPANIES. COPYRIGHT © 2022 COLUMBUS WEALTH CRN202607-4721269