Colton Groome Financial

Our CEOs, Tate and Matt Groome, are at their annual conference raising awareness for Hurricane Helene relief. If you would like to contribute, here is the QR code to our firm's Community Support Fund. The money we raise will be distributed to local non-profits working tirelessly to help with disaster relief.

It was good to have our team back together and safe today. We continue to be heartbroken for our mountain community but know we have to stand strong and together to get through this. Stay safe and please reach out if we can help.

The Colton Groome Team is continuing to update disaster assistance and financial related resources available to our clients and community. Please let us know if there is a resource or tip you have found that we should add. Click the below link to access this information. https://lnkd.in/e6yqgDWc

IRS announces tax relief for Hurricane Helene victims in North Carolina. Read more in the link below. https://lnkd.in/ef-bYnk9

CG - Helene Update 9/29/24 Dear Clients and Friends, We can only pray that you and your loved ones are safe. Helene has decimated our area and life as we know it for now. The people of WNC are resilient and will respond, but it will take time. At the time of this email, we have heard from most of our staff and so far, everyone is safe. There are still some that we haven’t been able to communicate with but have every reason to believe they are OK. Access to internet and cell phone is intermittent. We foresee the early part of this week will be a challenge to provide our typical level of client service. We appreciate your grace and understanding in our response times this week. For emergencies, I have internet and cell service. Feel free email tgroome@coltongroome.com. Most of our planning team members are without cell phone or internet access right now. Please stay safe and keep us updated on how you are doing. This is going to be a long road to recover and we will all need each other. Tate

We are proud to announce we have been honored with the Best of Asheville Award for Wealth Management for the second year in a row. You can view our listing on pages 116-117 on the digital magazine, here: https://lnkd.in/dNwKTuxX

We love our clients and can't wait to open our second location soon!

Team Spotlight! ----------------------------------------------- Matthew Donohue, CFA, CFP®, CPA Manager of Trading & Investment Research Matt is a transplant to the Asheville area, originally from Utah. He received both his Bachelors and Masters of Accountancy degrees from Brigham Young University. After graduation, he worked for PricewaterhouseCoopers as a public company auditor. After completing numerous audit seasons, he was ready for a forward looking, client centric experience and started the Certified Financial Planner™ pursuit. Matt manages the implementation and trading of clients’ investment portfolios while also working directly with client relationships. He also heads the Colton Groome Investment Committee and does research for existing and potential investment options. When he’s not working, Matt enjoys spending time with his wife Whitney, and their four children, Sadie, Paisley, Micah and Lydia. He also spends time volunteering at his church and is an active member of the board for the Council on Aging of Buncombe County. https://lnkd.in/eSxvgZ_R

Our core values are the pillar for which all decisions are made and thought processes are filtered through. These values are client first, teamwork, integrity always, continuous pursuit of excellence and over-prepare and over-communicate!

The Best of Asheville voting is now open and will close on July 3rd. We were honored to win the 2023 award in the Services/Wealth Management division. Visit https://lnkd.in/eXuKcHhV to see this year’s nominees and cast your vote.