Your Team of Experts

At Coffman Wealth Management, we’ve been reminded repeatedly in recent years that navigating financial markets is not an easy task. Additionally, the intricacies of building a plan that takes into account investments, estate planning, tax strategies, wealth protection and preservation and other components can make coordinating your financial life a difficult job.

We take great care in assembling a team of financial professionals who will work in concert to make sure all aspects of your financial life are being addressed.

In addition to our wealth advisory services, your team may include:

  • Certified Public Accountant
  • Estate Attorney
  • Insurance Specialist

Depending on your needs we may bring in other experts and planning professionals, such as a Valuation Specialist or a Charitable Giving Specialist, to address specific issues.

We will coordinate each professional’s individual expertise and incorporate their recommenda¬tions into your wealth plan as appropriate. We can also integrate any of your current financial professionals into our team approach.

Having your own team of experts working closely together helps maximize the effectiveness of your plan and makes sure it stays in synch, with every item properly addressed.

Dimensional Fund Advisors is a leader in developing asset class portfolios for institutional investors and independent investment advisors. The company manages broadly diversified global funds for long-term investors. Fund shares are not available directly to individuals but are limited to clients of a select group of financial advisory firms. Coffman Wealth Management’s relationship with Dimensional is base on shared views about how capital markets work and how best to provide clients with a successful investment experience.

Dimensional’s investment strategies are supported by extensive historical and Nobel-Prize winning academic research. The result is an investment model that is based not on speculation but on the science of capital markets. Since the firm was founded in 1981, Dimensional has continued to work with some of the world’s leading financial economists, such as Eugene F. Fama, University of Chicago, and Kenneth R. French, Dartmouth College, to develop and enhance its strategies.

Dimensional website »

For over two decades, Loring Ward has provided portfolio management and back-office services to a select group of America’s most successful independent financial advisors and their clients. These services include reporting, portfolio management, operational processing, securities trading, and educational and training support.

The company also provides sophisticated analytical tools to build customized portfolios. Loring Ward’s Investment Committee includes such notable individuals as Harry M. Markowitz, Ph.D., recipient of the 1990 Nobel Memorial Prize in Economic Sciences, and Meir Statman, Professor of Finance at the Leavey School of Business, Santa Clara University, widely known for his work in behavioral finance.

Loring Ward is headquartered in San Jose, California and has more than $5.1 billion in assets under management.

Loring Ward website »

Pershing is the industry’s largest global business solutions provider, with more customers who clear through them than with any other firm. They offer unequaled experience built over seven decades of serving financial organizations of every size and business model.

You can gain confidence from their financial position. Pershing has over $831.3 billion in assets held in custody. Their parent company, The Bank of New York Mellon Corporation, has $24.4 trillion in assets under custody and administration.

Pershing website » | Bank of NY Mellon »

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