Overview

Colter Creek Wealth Management

Information by Research TrustFinance

https://coltercreek.com/

Colter Creek Wealth Management is a Registered Investment Advisor (RIA) firm based in Coeur d'Alene, Idaho. The firm operates on a fee-only basis, emphasizing its commitment to acting as a fiduciary, which legally obligates them to act in their clients' best interests. Their core services include comprehensive wealth management, financial planning, investment management, and retirement planning, tailored to help clients achieve their long-term financial goals without the conflicts of interest associated with commission-based products.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service