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Colohan Wealth Management
COLOHAN WEALTH MANAGEMENT LLC is a state-registered investment adviser in ROCKY HILL, CT. It has 1 employee and 1 investment adviser. The firm is based in...
Overview
COLOHAN WEALTH MANAGEMENT LLC is a state-registered investment adviser in ROCKY HILL, CT. It has 1 employee and 1 investment adviser. The firm is based in Connecticut.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Rocky Hill
Corporate office
Bedford, NH, United States
Principals
Kevin Colohan
Founder & President
Sector focus
Frequently asked questions
Who runs investment decisions at Colohan Wealth Management?
Kevin Colohan, the founder and president, serves as the lead investment advisor and oversees all portfolio construction and client strategy. He draws on over two decades of experience in financial services, including tenure at major wirehouse firms before launching the independent practice.
What investment stages and asset classes does Colohan Wealth Management typically use?
The firm constructs portfolios using publicly traded securities, including equity ETFs, mutual funds, fixed-income instruments, and occasionally alternative investments like real estate investment trusts (REITs) or private placements. It does not operate a venture capital or direct private-equity mandate, focusing instead on liquid, diversifiable strategies.
What is Colohan Wealth Management's geographic focus?
The firm is based in Bedford, New Hampshire, and primarily serves clients in southern New Hampshire and the broader New England region. While it can serve clients nationally through remote advisory relationships, its client base is concentrated in the Northeast.
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