Our certified SmartVestor professionals are here to help you to pursue your investment goals
Our certified SmartVestor professionals are here to help you to pursue your investment goals
Our certified SmartVestor professionals are here to help you to pursue your investment goals
How can our SmartVestor Pros help you?
Our SmartVestor Pros have at least three years of full-time experience as registered investing professionals and have no disclosures. We can help you understand your options and figure out what works for your specific circumstances.How can our SmartVestor Pros help you?
Our SmartVestor Pros have at least three years of full-time experience as registered investing professionals and have no disclosures. We can help you understand your options and figure out what works for your specific circumstances.
Financial Planning
Get a big-picture perspective of your financial goals and personalized support for each step of the journey.
Financial Planning
Get a big-picture perspective of your financial goals and personalized support for each step of the journey.
Tax Planning
Whether for a small business or diverse portfolio, learn how to manage your return and stay compliant.
Tax Planning
Whether for a small business or diverse portfolio, learn how to manage your return and stay compliant.
Wealth Management
Get help with investing and reserving your wealth to leave a legacy for those you care about.
Wealth Management
Get help with investing and reserving your wealth to leave a legacy for those you care about.
Retirement Planning
Learn how a Roth IRA, 401(k), traditional IRA or other accounts can work to your advantage.
Retirement Planning
Learn how a Roth IRA, 401(k), traditional IRA or other accounts can work to your advantage.
Investment Advice
Get clarity on your options, ways to diversify your portfolio, and learn about complex investing concepts.
Investment Advice
Get clarity on your options, ways to diversify your portfolio, and learn about complex investing concepts.
Estate Planning
Plan for your family’s future and the wishes you would like to be carried out.
Estate Planning
Plan for your family’s future and the wishes you would like to be carried out.
Let's Talk About Your Goals
Let's Talk About Your Goals
Pete Coleman, Jr. AIF®
Financial Advisor
Pete understands firsthand how necessary a personalized investment strategy can be to your success. After being an investment advisor with Edward Jones for several years, Pete decided to join Linea Private Wealth Management because he wants to share his knowledge and experience to help other investors work towards their financial goals.
Pete Coleman, Jr. AIF®
Financial Advisor
Pete understands firsthand how necessary a personalized investment strategy can be to your success. After being an investment advisor with Edward Jones for several years, Pete decided to join Linea Private Wealth Management because he wants to share his knowledge and experience to help other investors work towards their financial goals.
SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. LPL Financial does not endorse and is not associated with Dave Ramsey or the SmartVestor program.
SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. LPL Financial does not endorse and is not associated with Dave Ramsey or the SmartVestor program.