Cory Colquette
Founder / Owner at The Colquette Group | Chattanooga, Tennessee, United States
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Cory Colquette, as the Founder and Owner of The Colquette Group, has established himself as a leading Wealth Advisor in Chattanooga, TN, with a distinct focus on values-based investing and custom financial strategies tailored for high-net-worth families. With a robust background in estate planning, investment advisory, and holistic financial planning, Cory leverages his expertise to create personalized financial solutions that resonate with his clients' core values. His commitment to aligning wealth management with social responsibility sets The Colquette Group apart in the competitive landscape of wealth management.
Under Cory's leadership, The Colquette Group has embarked on several key projects that emphasize the importance of custom indexing and values-driven investment strategies. By integrating advanced financial analysis and portfolio management techniques, Cory ensures that each client’s financial plan not only aims for growth but also supports causes they are passionate about. His proficiency in small business accounting and tax preparation further enhances the comprehensive services offered, allowing clients to navigate complex financial landscapes with confidence.
Cory's innovative approach to wealth management is rooted in the belief that financial success should go hand in hand with personal values. He actively engages with clients to understand their philanthropic goals, helping them to grow their wealth while making a meaningful impact in their communities. As a thought leader in the industry, Cory continues to advocate for a more sustainable and ethical approach to investing, positioning The Colquette Group as a pioneer in values-based wealth management.
Founder / Owner at The Colquette Group in September 2011 to Present
Partner at Optivise Advisory Services, LLC in January 2020 to Present
Wealth Advisor / Owner - Chattanooga Office at Wealth & Pension Services Group in April 2014 to July 2019
Owner / Principal / Portfolio Manager / CPA Financial Planner at Integra Wealth, LLC in February 2010 to December 2013
Financial Planner/Portfolio Manager at Guardian Wealth Management, Inc. in January 2005 to January 2009
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Wealth Management
Strategic Financial Planning
Estate Planning
Investment Advisory
Investments
Financial Analysis
Finance
Small Business
Real Estate
Retirement
Investment Properties
Accounting
Financial Advisory
Portfolio Management
Personal Financial Planning
Entrepreneurship
Financial Planners
Tax
Financial Planning
Mutual Funds
Wealth
Holistic Financial Planning
Special Needs Trusts
Life Insurance
Risk Management
Retirement Planning
High Net Worth Individuals
Strategy
Management Consulting
Financial Services
Insurance
CPA
Tax Preparation
IRAs
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Discover more about The Colquette GroupWhat is Cory Colquette email address?
Email Cory Colquette at [email protected]. This email is the most updated Cory Colquette email found in 2026.
How to contact Cory Colquette?
To contact Cory Colquette send an email to [email protected].
What company does Cory Colquette work for?
Cory Colquette works for The Colquette Group
What is Cory Colquette's role at The Colquette Group?
Cory Colquette is Founder / Owner
What is Cory Colquette's Phone Number?
Cory Colquette's phone (901) ***-*314
What industry does Cory Colquette work in?
Cory Colquette works in the Financial Services industry.
Cory Colquette Email Addresses
Cory Colquette Phone Numbers
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