Couloir Wealth Advisors, Inc.

Couloir Wealth Advisors provides advisory services to individuals—including high‑net‑worth clients—and to employer retirement plans, managing a relatively small roster of client relationships while offering discretionary investment management, ongoing and project‑based financial planning, and retirement plan consulting. The firm also provides educational seminars and speaking engagements and coordinates with third‑party professionals (attorneys, accountants, tax advisors) when implementation or specialized services are needed.

The firm builds client‑specific investment policies and target asset allocations through fundamental analysis, mutual fund and ETF evaluation, and a mix of passive and active strategies underpinned by modern portfolio theory; Monte Carlo simulation is used in the financial planning process. Couloir typically manages client accounts on a discretionary basis within client‑imposed restrictions and will construct portfolios that incorporate socially and/or environmentally conscious (ESG) approaches when requested.

Noteworthy features for a firm of this size include its regular educational seminars and public speaking engagements, an offering that is less common among peers. The firm also reports that a senior advisory team member maintains a substantial outside executive role at another investment organization focused on impact and responsible investing, which contributes specialized experience in ESG and impact strategies to the firm’s capabilities.