Forbes Best-in-State Wealth Advisors 2018, 2019, 2020
Greg Coghlan named to Forbes Best-in-State Wealth Advisors Ranking.*
To find out more about this distinction, click here
*Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2019 President's Volunteer Service Award Recipient
Christie | Coghlan is an independent financial practice offering customized investment planning and investment solutions for individuals, retirement plans, family trusts, and institutions. We believe successful investing is a result of having a sound strategy that allows for capital appreciation in positive market trends, and seeks to preserve wealth during unfavorable periods. We use a combination of both technical and fundamental research in an effort to manage risk. Warren Buffet has famously remarked that his two rules on investing are: #1. Dont lose money, and, #2. Never forget Rule #1. We agree with Mr. Buffet's statement and live by it's virtue.