A personalized approach to managing wealth


Josh Colwell was named to the 2025 edition of the Forbes list of Best-in-State Next-Gen Wealth Advisors.

The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2025) included: 49,859 nominations for all rankings, based on thresholds, 28,226 invited to complete online survey, and 4,653 individuals considered and 2,018 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/24 to 3/31/25 and was released on 8/6/25. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And we’ll do the same for you.

We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Josh Colwell
Josh Colwell, CFP®, CEPA®, AAMS®
Founder, CoWealth Advisors Financial Advisor, RJFS
Ron Burdekin Headshot
Ron Burdekin, CFP®
Investment Strategist
craig carroll
Craig Carroll, CFP®, AAMS®
Financial Advisor, RJFS
Daniel Clay
Daniel W. Clay, CFP®, CEPA®
Financial Advisor. RJFS
Tim Pulicare Bio Headshot
Tim Pulicare
Financial Professional
Mandy Beam headshot
Mandy Beam
Client Service Associate
Jennifer Dougherty
Jennifer Dougherty
Client Service Associate
Elana Brown
Elana Brown
Client Services Associate
Andrea Garnett Bio Headshot
Andréa Garnett
Client Service Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
For I know the plans I have for you," declares the Lord, "plans to prosper you and not to harm you, plans to give you hope and a future.
Jeremiah 29:11

Information & insight

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Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Retirement & Longevity
Raymond James Chief Investment Officer Larry Adam addresses the forces shaping the markets through year-end – and what to watch as we head into 2026.
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Proactive investors can benefit from making strategic adjustments that can reduce next year’s tax bill.
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Giving appreciated stock can be a gift for both you and your favorite charity.
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Estate & Giving
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The future at your fingertips

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Monday through Thursday 8:30 AM – 5:00 PM
Friday 8:30 AM- 4:00 PM

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

 

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. CoWealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. 

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