AWMA™, CRPC™, SE-AWMA™
Founder of CWS
Specialties: Planning for families, young professionals, business owners; and of course golf!
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.
To keep the athlete inside me alive, I continue to be involved with golf as a volunteer assistant coach to the women’s golf team at the College of William and Mary.
Through all the competition and travel, I was able to learn an immense amount of knowledge from people of all walks of life. I share all this because that’s what I bring to my practice. Stories from the most successful people in the world as well as the not so successful stories and things people wish they’d known prior to those unsuccessful ventures.
After many years in pursuit of the PGA Tour, I made the decision to focus my passion and drive on helping people achieve their financial goals. I’m working with some of the nation’s leading financial planning professionals, allowing me to bring clients unparalleled sophistication together with my own brand of personal attention.
Colonial Wealth Strategies is a combination of a southern hospitality, a wealth of knowledge from advisors across the country, and strategies to help you achieve your financial goals. Take the time to do something for future you, I promise, you’ll be glad you did.
Having traveled and lived in various places across the country, I returned to Williamsburg Virginia with my wife, Hannah and our growing family which of course includes our puppy, Winston!
I look forward to getting to know you.