Preparing you to be

financially sound for life.

Committed to building lasting client relationships.


Coletta Capital, LLC was founded on the idea of simplifying the investment and planning process. Our objective is to build relationships with clients and partner with them through life’s milestones. By doing this, we can understand your goals and tolerance for risk in the financial markets. We will work together to build a diversified portfolio to weather the market’s peaks and troughs.

Who we are.

Experience matters when choosing a financial planner. Learn more about us.

What we do.

Coletta Capital offers fee-based financial planning and insurance services.

Contact.

Questions? Call us at (843) 684-3838 or visit our Contact page for more options.