We Provide a wide selection of services to solve any financial problem you may encounter
Clients seeking uncorrelated returns, and/or tailored volatility targets may be approved for allocation into an actively traded futures account.
(Assessment of total portfolio compliance with accepted risk and diversification profiles is required).
We provide wealth management services for small business' and high net worth individuals through our wealth management partners. Management fees may vary depending on intended allocation size. We assist in account transference from previous firms.
We offer guidance on tax advantaged investment stratgies utilizing via fixed income, family trust establishment, Inheritance planning, Small business sucession, and buyout structuring.
Interested in making a charitable contribution ? Join Coulter Capital in making an impact on local communities! Our advisors regularly assist in the creation of family foundations, to benefit your investment goals whilst allowing our communities to thrive!
Instruct children with mental disabilities to ice skate. Left: Nathaniel Coulter, Right: Nolan Lennon
2014-Present
Visit terminally ill children in the hospital on Christmas eve to deliver toys.
2009-Present
Raised over 10k and led St. Anthony's Highschool Ice Hockey, Football and Lacrosse teams in the event.
2017-2023 (Present)
Fund and teach extracurricular programs focused on nurturing a passion for STEM amongst students aged 6-11.
2013-Present
Read our satisfied Client Testimonials' and Highly rated broker reviews !
"Advisor was personally caring, with a high level of professionalism and experience. Thank you!"
Olivia Levitz, 32 South Hampton, New York
"As a graduate student of Med school, Nathaniel helped me come up with a plan to restructure my debt at lower interest rates."
Mark Kaplan, 32 Manhasset, New York
"When my father passed away they were very helpful in assisting my family during a stressful time. Nate was recommended by a coworker and he was able to refer me to a team of caring individuals."
Meghan O'Callaghan, 41 Long Beach, New York