Cory Colquette

About Cory Colquette

Imagine growing your wealth while actively contributing to causes you believe in. We believe in customizing clients’ financial lives to align with their values. We are a cutting-edge wealth management firm specializing in values-based investing and custom indexing. Our commitment is to create a financial plan and portfolio that mirrors your principles without compromising on returns.We understand that every investor is unique. That’s why we offer personalized indexing, ensuring your investments directly reflect your goals and values. Our comprehensive approach considers not only financial factors but also values-based factors such as faith-based, environmental, social, and governance aspects to make sure your investments make a positive impact on the world, while securing your financial future.Together, let’s build a portfolio that profits you and your beliefs. Let’s make your investments mean more!

Experience

1. Partner

   Optivise Advisory Services

   Jan 2020 — Present · Chattanooga, TN, US

Education

• The University of Tennessee at Chattanooga

  BS, Biology

  1996 — 1999

• The University of Tennessee at Chattanooga

  MBA, Finance

  2003 — 2005

Skills

• Real Estate
• Personal Financial Planning
• Estate Planning
• Entrepreneurship
• Tax Preparation
• Mutual Funds
• Cpa
• Risk Management
• Small Business
• Holistic Financial Planning
• Retirement Planning
• Investment Properties
• Portfolio Management
• Financial Services
• Investments
• Financial Advisory
• Life Insurance
• Finance
• Management Consulting
• High Net Worth Individuals
• Financial Planners
• Insurance
• Wealth
• Iras
• Investment Advisory
• Special Needs Trusts
• Retirement
• Strategic Financial Planning
• Financial Analysis
• Tax
• Financial Planning
• Accounting
• Strategy
• Wealth Management