Introducing COULOMBE AND SONS, the California corporation designed to bring financial peace of mind to both business and individual clients. Our exchange comprises a network of professional members and client members, connecting small to mid-size businesses with accounting, tax and financial management, investment, legal, and estate planning risk management and, retirement professionals.

At Coulombe and Sons, we know that the key to successful financial management lies in staying true to fundamental principles. That’s why we follow the “Financial Essentialism” approach, which prioritizes sound math, data, and facts. Our team understands that risks should only be accepted as compensation for potential gain, and only if fully understood. While many financial institutions still rely on irrational finance and fiscal dreaming, our approach is grounded in reality, ensuring that your financial objectives are met with deliberation and care.

Our comprehensive approach to financial management begins with a one-on-one meeting with one of our professional members. During this complimentary session, we’ll explain how we can help you and gather key information about your current financial situation. The next step is a data session, which allows us to gather both quantitative and non-quantitative data related to your finances, so we can identify your short, mid, and long-term objectives.

After assessing your situation, we’ll provide a tailored program designed to meet your specific needs. Our services are coordinated towards achieving your objectives, with professionals working together in a collegiate atmosphere to enhance and broaden their efforts. Whether you need answers related to bookkeeping, tax planning or retirement planning, we have you covered.

Coulombe and Sons is here to provide you with integrated holistic financial management, from small to mid-size businesses to individuals seeking to ensure financial policies and processes support their overall financial objectives. Please take a moment to view our list of services and member firms. We look forward to meeting you and providing additional information on our utilization and capabilities.