Empower Your Financial Future
We specialize in developing financial strategies and guiding people to explore possibilities beyond what they may initially see. Our approach is designed to help clients work toward greater clarity, confidence, and conviction in pursuing what matters most to them.
Plan Your Financial Future with Confidence
Meet with us to explore key strategies for securing your financial future.
Creating financial strategies is what we do, but inspiring you to see that more is possible is who we are.
Know your purpose
We don’t just want you to have an idea of what’s going on with your money, we want to empower you to know what your purpose is and why you are doing what you are doing.
You Will Find
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We'll help clarify all the industry jargon into simple to understand terms so we can speak together, not at one another.
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You'll gain that swagger that comes with knowing you are doing the absolute best for you and your situation.
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With ongoing coaching, you can develop the tools and perspective to navigate challenges that may arise throughout your journey.
Our commitment is to help you explore new possibilities and work toward financial freedom.
We’re constantly refining our strategies to better serve your financial needs and goals.
Equipped to Serve You
At Colonial Wealth Strategies, we are dedicated to providing you with the expertise and personalized service needed to achieve your financial goals. Our team is committed to understanding your unique situation and delivering tailored strategies that empower you to take control of your financial future with confidence.
Client-Centered Approach
We take the time to understand your unique needs and craft strategies that align with your financial goals. Your vision is our priority.
High Standards and Integrity
As fiduciaries, we always act in your best interests, providing expert, transparent, and ethical advice you can rely on. We’re your financial team.
Straightforward Communication
We believe in clear, simple communication—no jargon, just straightforward advice that makes sense to you and your family. It’s refreshing.
Friendly Service
In a world that often feels impersonal, we pride ourselves on offering a warm, caring, and southern hospitality touch in everything we do.
For You and Your Family
At Colonial Wealth Strategies, we believe in the power of personalized financial planning. Our philosophy centers around understanding your unique needs and helping you realize that more is possible. We are committed to guiding you with integrity, clarity, and a deep dedication to your family’s financial well-being.
A Proven Process
At Colonial Wealth Strategies, we’ve developed a distinct approach to financial planning that we call The CWS Blueprint™. This process is designed to guide you from uncertainty to a secure and prosperous future. Here’s how we make it happen:
The CWS Blueprint
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We begin by uncovering your unique financial landscape through in-depth discussions. We learn about your values, goals, and challenges to design a strategy that’s perfectly tailored to your needs.
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Next, we craft a comprehensive financial blueprint, aligning every aspect of your financial life with your aspirations. This dynamic plan serves as a roadmap for your financial future.
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With the blueprint in place, we move into action, implementing your personalized strategy with precision. We continue to provide guidance and make adjustments as needed, ensuring your plan evolves with your life.
Gain the expertise and support you’re looking for to win in life.
Pursue More of
What Truly Matters
At Colonial Wealth Strategies, our mission is to empower you with the financial clarity and confidence needed to pursue what truly matters in life. We understand that financial planning can often seem overwhelming, but it doesn’t have to be. Our goal is to simplify the process, provide personalized guidance, and help you see that more is possible than you might have imagined.
Whether you’re planning for retirement, securing your family’s future, or navigating the complexities of business finances, we are here to walk alongside you every step of the way. We believe that with the right strategies and support, you can achieve your financial aspirations and live the life you envision.
You don’t need just a financial advisor. You need a partner—and leader—to guide you on your financial journey. We look forward to getting to know you and helping you realize your fullest financial potential.
At your service,
Justin Roberto
Advance Your Wealth
Take the first step toward creating a personalized financial strategy that aligns with your goals and sets you on the path to lasting success.
Visit Us
Williamsburg, Va
Or call 757-869-9268
© Copyright 2024, Colonial Wealth Strategies
Cocreated with our growth partners, The PSBLTY Co.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Fees and expenses apply to an ongoing investment, and over time these fees and expenses will reduce the return of an investment. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Colonial Wealth Strategies & Tesfaye O’Neil Law & Financial is a registered investment adviser [located in Williamsburg, VA] Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links.
For information pertaining to the registration status of Advisor, please contact the state securities regulators for those states in which Advisor maintains a registration filing. A copy of Advisor’s current written disclosure statement discussing Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Advisor directly upon written request. While the Advisor has reasonable belief that the links and articles within our site to unaffiliated third-party information may be relevant to the viewer, these are only provided for informational purposes, and may not be accurate, timely, suitable, or relied upon. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Securities offered through Matson Money, member FINRA/SIPC. Investment advice is offered through Tesfaye O’neil Law & Financial, a registered investment adviser and separate entity from Matson Money.
Insurance products and services are offered and sold through various companies depending on the situation and individually licensed and appointed insurance agents.
Colonial Wealth Strategies & Tesfaye O’Neil Law & FInancial works closely in cooperation with Matson Money, Inc. (“Matson”). Matson is a federally registered investment advisor with the Securities Exchange Commission (SEC) and has been in business since 1991. Together with Matson Money, Colonial Wealth Strategies and Tesfaye O’Neil Law & Financial is leading the way by providing education, tools, and coaching that can help families transform their relationship to money and investing. Matson Money is dedicated to investors understanding what they are doing with their money and why, empowering them to be prudent and disciplined over a lifetime. Matson Money uses a disciplined approach to asset allocation and long-term wealth creation based on Nobel Prize-winning research and empirically tested academic investing principles. Matson Money’s ongoing investor education programs help families eliminate stock picking, market timing, and track-record investing from the investment process while giving them confidence in their long-term investing strategy. Ongoing investor education programs include Matson’s flagship program: the American Dream Experience.
