423-702-4052

Home
About Us
Services
Resources
Contact Us
Blog

Have you wondered what your Risk Score is?

Receive A Free Risk Assessment

Name

Email Address

Message

11 + 10 =

Financial Planning or Wealth Management – We’re Here to Help

SCHEDULE A CALL TODAY

Colquette Group and Optivise Cobranded Favecon

Compliance Documents

Contact Us

6918 Shallowford Rd, Suite 205
Chattanooga, TN 37421

[email protected]

Follow Us

GET IN TOUCH

Name

Email Address

Message

3 + 7 =

Optivise Advisory Services (“OAS”), d/b/a The Colquette Group Wealth Advisors, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. The OAS Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated adviser also does not ensure that a client or prospect will experience a higher level of performance. These ratings should not be viewed as an endorsement of the adviser by any client and do not represent any specific client’s evaluation. Generally, ratings, rankings and recognition are based on information provided by the adviser. Please contact the adviser for more information regarding how these rankings and ratings were formulated. Investment adviser representatives may recommend the purchase of insurance products in their separate capacities as insurance agents and will receive additional compensation for these transactions. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.

©2022 The Colquette Group Wealth Advisors – All Rights Reserved | Designed by: Creative Brands Marketing