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Colohan Wealth Management
Colohan Wealth Management was established by Kevin Colohan, a financial advisor with over two decades of industry experience who previously worked at...
Colohan Wealth Management
Colohan Wealth Management was established by Kevin Colohan, a financial advisor with over two decades of industry experience who previously worked at larger wirehouse firms before launching his own practice. The firm is registered as an SEC investment advisor and operates a fiduciary model, meaning it is legally obligated to act in clients' best interests when providing investment advice. The firm's investment approach centers on holistic financial planning combined with disciplined portfolio construction. Colohan Wealth Management allocates across public equities, fixed income, and alternative investments, using a core-satellite structure that pairs broad market ETFs with selective individual holdings. The practice serves primarily clients in New England, with a focus on business owners, retirees, and multi-generational families seeking coordinated estate, tax, and investment strategies. As an independent RIA, Colohan Wealth Management maintains a small, focused team that provides personalized service rather than scale-driven advice. The firm's structure allows it to avoid proprietary product pressure common at larger banks and brokerages. Kevin Colohan oversees all client relationships and investment decisions, supported by a lean administrative and advisory staff. Colohan Wealth Management's structural differentiator is its independence and fiduciary commitment. Unlike advisors at large wirehouses, the firm has no incentive to push in-house mutual funds or structured products. This architecture enables the firm to serve as an objective steward for family wealth across generations, with a practice size intentionally limited to maintain personal client relationships.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Bedford
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.
Is Colohan Wealth Management structured as a single family office or a multi-family office?
Colohan Wealth Management operates as a multi-family office and registered investment advisor (RIA). It serves multiple unrelated high-net-worth families, each receiving customized wealth planning and investment management, rather than managing the capital of a single founding family.
How does Colohan Wealth Management charge for its services?
As a registered investment advisor, the firm typically charges a fee based on a percentage of assets under management (AUM), which aligns its interests with clients' portfolio growth. Fee-only compensation means it does not earn commissions on product sales, reducing conflicts of interest.
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.
Where does the wealth at Colohan Wealth Management come from?
Clients are typically high-net-worth individuals and families whose wealth originates from a variety of sources, including business ownership, executive compensation, multi-generational inheritance, and professional careers. The firm does not specialize in a single industry vertical.
Does Colohan Wealth Management maintain philanthropic structures for clients?
The firm's wealth planning services include guidance on charitable giving vehicles such as donor-advised funds and private foundations. However, it does not operate its own philanthropic foundation; any such structures are established on behalf of individual clients as part of comprehensive estate planning.
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