Couloir Wealth Advisors, Inc.

Overview

Couloir Wealth Advisors, Inc. is an independent registered investment adviser that serves individuals, families and a limited number of institutional clients. The firm provides fee-based financial planning and portfolio management, along with pension consulting and educational seminars. Its business model combines traditional AUM-based advisory services with hourly and fixed-fee engagements, allowing flexibility for one-off planning work or ongoing discretionary management. Investment activity centers on publicly traded pooled vehicles—mutual funds and similar public funds—while the firm also integrates ESG considerations into its process. Couloir’s allocation approach favors third‑party managers for specialty exposure rather than sourcing proprietary alternative strategies in house. Advisory relationships tend to be concentrated and hands-on given the small client base and average account sizes.

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Location & Offices