Who We Are

The Colquette Group is a local wealth advisor and an affiliated investment advisor representative of Optivise Advisory Services, LLC.

We are a local, independent fiduciary with a substantial professional team available for support.

At The Colquette Group, we work with a limited number of affluent families and those with the ability to save and invest.

We help clients achieve financial independence by taking them through the financial planning process, tax planning, insurance planning, and investment management.

Our Approach

  • We help clients compound their wealth by limiting portfolio drawdowns
  • We allow clients to invest according to their values.  This included Biblically Responsible Investing (BRI) and Environmental and Social Governance (ESG) Investing.
  • We have an integrated tax practice and can provide tax services to clients.
  • We are Fiduciaries, which means we are legally required to put a client’s best interest first. 

Cory S Colquette, MBA, CPA/PFS

Founder and CIO

Cory is the owner of The Colquette Group Wealth Advisors and a partner at Optivise Advisory Services, LLC.  Optivise is a SEC Registered Investment Advisory Firm.  He serves as an Advisor to select private clients in addition to serving as the Chief Investment Officer at Optivise.  

Partnered with Optivise Advisory Services Meet The Team

Our Experts

Back Office & Support.

Advance Case Planning. Decades of Expertise.

Michael Wallin

Certified Financial Planner, CFP®

Allen Hargis

Certified Public Accountant, CPA

Scott Magoon

Certified Fund Specialist, CFS®

Kyle Davis, MBA

Director of Advisor Development

Jason Moore Director of Compliance Services( CFP®)

Jason Moore

Director of Compliance Services, CFP®

Our Philosophy 

“Our goal is to achieve Financial Independence….

Being able to do what you want when you want to do it.”

Michael Wallin

Managing Partner

Our Focus

“To Help you make smart money choices now, so you don’t have to worry about your future.”

Cory Colquette

Founder of The Colquette Group


Why Us

  • Limiting investment/portfolio drawdowns
  • Value-based investing
  • Local representative
  • Face to face availability

Young male Dr smiling holding his phone setting in front of a laptop with lots of greenery in planters around him.
Financial Team fist bumping over a table after a successful meeting.
Happy mother, father, and baby opening gifts and facetiming family. Happy about their investments and future.

What our happy clients say about us.

Testimonials Coming Soon! 

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