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+1-800-456-478-23

411 University St, Seattle

maxbizz@mail.com

Welcome to Colonial Wealth Strategies

There are a lot of great investment and insurance firms out there. Maybe you already work with one or a few of them, maybe you’ve never thought about talking to any of them. Yet, somehow you ended up here, something peaked your interest to check us out. 

We take a unique approach to planning. One that makes sure all your T’s are crossed and i’s are dotted to best position you in charge of your cash flow. It’s in-depth and we’ll likely talk about things you’ve never considered part of your financial plan. 

We’ve partnered with some of the nation’s leading financial planning experts, allowing us to bring clients unparalleled sophistication together with our own brand of personal attention. Creating financial strategies is what we do, but what we’re known for more than anything is showing our clients that more is possible and giving them the clarity and confidence to go after what they want most.

We look forward to getting to know you.

Justin Roberto,AWMA™,CRPC™,SE-AWMA™

Founder of CWS

Building Relationships

Planning Your Future

Growing With You

what do we do?

We Do Comprehensive Financial Planning

We help people like you plan their financial future. Our in-depth process covers all areas of your finances – from protection and proper titling, to growth, to recapturing money you may be unknowingly losing. We thoroughly walk you through and educate you along the way showing you that more is possible. Let’s get started!

Families

Family is one of the most precious things we have. Working with you brings us joy as there's so much going on! Whether expecting a new addition or already established, we’re here for you.

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Young Professionals

Just getting started in your career? Maybe made a switch recently? Figuring out how to "adult" can be difficult. We’re here to help you.

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Business Owners

Running a business is a full-time job where you're pulled in so many directions - we know that. We help make sure both your personal finances and business finances have a quarterback leading you to success.

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Our Beliefs

We feel there are two parallel lines to planning: Protecting Wealth and Building Wealth. There’s a ton that goes into that, but we want to make it simple for you. Each is unique and can help you achieve your goals!

Protecting Wealth: Are we prepared for the curve balls life may throw our way?
Building Wealth: How and where is your money working for you?

Where You'll Currently Find Our Clients

Our Story

I’m Justin Roberto, Founder of Colonial Wealth Strategies. Born in Sparta, New Jersey, my family moved to Williamsburg Virginia when I was ten years old and where they still reside today. After high school, I graduated from Methodist University in Fayetteville North Carolina. For those not in the golf world, it is an absolute powerhouse for both the men and women’s golf teams. Go Monarchs!

For many years, I chased my dream of playing on the PGA Tour. I traveled the country in pursuit of this dream playing in various mini tour events and Monday qualifiers. Talk about a grind! If you aren’t familiar with how a Monday qualifier works, think of it like this: You know those scrambles you and your friends play in every so often? The ones where you have to shoot really low, often 60-63 to even have a chance at winning… Except, take away your friends and the mulligans you purchased, and you have a Monday qualifier.

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