WHAT WE DO
Navigating today’s complex and evolving financial landscape requires comprehensive expertise across areas such as tax strategy, estate preservation, and investment planning. At our firm, we take a collaborative, team-based approach—working closely with accountants and other trusted professionals—to help pursue the most favorable outcomes for our clients. As independent advisors, we provide objective guidance and maintain no ownership interest in any of the products we may recommend, ensuring our advice is always aligned with our clients’ best interests.
Our advisory relationship is fiduciary in nature, meaning we are required to put your interests first when providing investment advice. We act with care, loyalty, and transparency in our recommendations. If potential conflicts of interest arise, we disclose them clearly so you can make informed decisions about our advice and services.
We are committed to protecting your personal information. Client data is stored securely and used only to provide advisory services, maintain accounts, and meet legal or regulatory obligations. We do not sell client information. Information is shared only with trusted service providers, custodians, or as required by law, and only for authorized business purposes.
Identify your goals
Analyze your current portfolio
Develop a comprehensive financial plan
Implement a plan with timely updates on a regular basis
Most importantly, we do not lose sight of one essential element – personal service. The true value of your planning is measured by the service you receive AFTER your plan is implemented.
We offer the following comprehensive planning services:
Risk Management
Retirement Accumulation and Distribution Strategies
Asset Allocation
Tax Planning
College Planning
Estate Planning
For clients interested in ESG, socially responsible, or values-based investing, we can incorporate investment screens, exclusions, or portfolio tilts that reflect personal preferences and priorities. This may include avoiding certain industries or emphasizing companies and strategies aligned with specific environmental, social, governance, or faith-based values while still focusing on long-term financial objectives.
WHO WE SERVE
At Coleman Capital, we specialize in serving government employees and bring deep expertise in retirement systems including CSRS, FERS, and Colorado PERA. Whether you’re planning for retirement, funding education, improving your home, traveling, or pursuing other personal goals, we are committed to helping you build a financial strategy tailored to your needs. We take the time to understand your priorities and collaborate with you to develop a plan that aligns with your objectives. Our goal is to help you identify meaningful opportunities while safeguarding the assets that matter most.
That’s why now, more than ever, you need a plan.
Federal and State Employees
Federal and state employees face a unique set of challenges and opportunities when it comes to retirement planning, due to the complexity of their benefits packages. Partnering with an advisor who specializes in these programs is essential to making informed decisions and optimizing your long-term financial strategy. At Coleman Capital, we have extensive experience with retirement systems such as TTRS, Colorado PERA, CSRS, and FERS. We provide guidance on properly allocating assets within the Thrift Savings Plan (TSP) and 403(b) accounts, evaluating Federal Employees’ Group Life Insurance (FEGLI) options, and understanding benefits like the Special Retirement Supplement (SRS). Our goal is to help you build an integrated and comprehensive financial plan that makes the most of your available resources and supports a confident transition into retirement.
Federal and State Employees
Federal and state employees have distinct and complex retirement income benefits packages. Working with someone who understands and focuses on these programs/benefits is crucial to successfully plan for your retirement. Whether you need help navigating TTRS, PERA, CSRS, or FERS, allocating your TSP or 403(b), determining what FEGLI options are right for you, or calculating your Special Retirement Supplement (SRS) “bridge” payment, Coleman Capital has extensive experience and knowledge of these programs to help create a cohesive plan that incorporates all of your available options.
First Responders and Law Enforcement
At Coleman Capital, we deeply appreciate your dedication to public service and the meaningful contributions you’ve made throughout your career. Your commitment inspires our own. We believe you deserve access to the same level of personalized service and high-quality investment opportunities as any professional in the private sector. Our goal is to help you build a secure financial future by introducing a range of thoughtfully selected, cost-effective investment solutions designed to complement and strengthen your existing retirement benefits.
First Responders and Law Enforcement
You’ve dedicated your life to public service, and we are incredibly grateful. At Coleman Capital, we want you to have the same level of service and investment choices as your peers. We will introduce you to a variety of quality affordable options to supplement your retirement investment program.
Families and Individuals
At Coleman Capital, we are committed to truly understanding what matters most to you—and to your family. We take the time to listen, learn about your values, and consider the people and goals that are most important in your life. Together, we’ll create a personalized and comprehensive financial plan that reflects your unique priorities, protects your loved ones, and helps turn your family’s dreams into lasting realities. We recognize that modern families and households are diverse, including blended families, dual-career couples, multigenerational households, and many other structures. Financial planning should reflect those realities, so we tailor recommendations and strategies to each client’s unique goals, responsibilities, and evolving family needs.
Families and Individuals
At Coleman Capital, we are committed to gaining a true understanding of what is most important to you, and the people you care about. Together, we will develop an intentionally crafted comprehensive financial plan reflecting your individual priorities and dreams.
Business Owners
As a business owner, you manage countless responsibilities—and it’s easy for personal financial planning to take a back seat. At Coleman Capital, we understand that your business and personal finances are deeply connected, and both require strategic coordination. We work closely with you to develop an integrated financial plan that supports the growth and continuity of your business, secures your retirement goals, aligns with your philanthropic vision, and facilitates the smooth transfer of assets to future generations.
Business Owners
Business owners wear many hats and it is easy for your financial planning to fall by the wayside. Your personal and business finances are intricately linked and need to be properly integrated. At Coleman Capital, we will guide you through creating and sticking to a financial plan to help keep your business thriving, make sure you have enough to retire, meet your charitable goals, and effectively pass assets to heirs.
MY NAME IS PETER COLEMAN, AND I’M A RECOVERING ATTORNEY.
Peter J. Coleman Juris Doctor (JD) Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠)
I graduated from Pepperdine University School of Law in 1991, but it turns out the primary purpose of attending was to meet my amazing wife. She was working for the FBI at the time, and we have been married since 1992. I started my legal practice that same year, but later came across a book about alternative career paths for attorneys called “Running from the Law.” One of the options was financial advising. In 1996, I started a financial advisory practice and continued to run my legal practice simultaneously until 2002, when I chose to focus exclusively on providing financial advice.
I love what I do and am personally invested. I’m married to a government employee with the same federal retirement options as you, and I know the federal system inside and out. You can trust me to help you navigate the complexities of your situation and identify the best options to achieve your goals.
I grew up in Boston. My wife and I reside in the small town of Evergreen, Colorado, a beautiful community located in Rocky Mountains. We have two boys, Mickey and Paddy. When I am not working with clients, I’m likely enjoying the outdoors with my family, attending sporting events, skiing, woodworking, gardening, cooking, or reading a great book.
Check the background of investment professionals on FINRA’s BrokerCheck.
I was selected as a 2018 Five Star Wealth Manager by Five Star Professional. Five Star Professional uses its own proprietary research methodology to name outstanding professionals, then works with publications such as 5280: The Denver Magazine to spread the word about award winners. Each award candidate undergoes a thorough research process before being considered for the final list of award winners.
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.
Learn more about the Five Star Wealth Manager award at www.fivestarprofessional.com.
August 26, 2020: Cambridge is honored to be recognized Broker-Dealer of the Year1 in 2020 by Investment Advisor magazine. Cambridge is the only firm to achieve this recognition 13 times, making it the most honored firm in the history of this award – driven by the satisfaction ratings of independent financial professionals.