About Us
Cola Wealth Advisors
Cola Wealth Advisors was founded by Rick Mantei, who began his financial career at Merrill Lynch in 1982. From modest beginnings, the firm has grown into a respected advisory group built on integrity, experience, and client-first values. Today, our team includes 13 licensed advisors with more than 200 years of combined industry expertise, proudly serving over 2,600 client families across the country.
With four branch offices, licensing in 38 states, and deep proficiency in asset management, financial and estate planning, specialized insurance strategies, and tax-efficient planning, we deliver an exceptionally broad scope of guidance tailored to each client’s unique needs. This depth of knowledge and reach is why generations of hardworking families have trusted us to safeguard and grow their wealth for nearly four decades.
Our Mission
Our mission is simple: to deliver exceptional, personalized financial guidance that helps clients confidently pursue their goals. We build strategies around your needs first, then execute them with clarity, cost-efficiency, and long-term discipline.
Our Philosophy
At Cola Wealth, relationships come first. Whether it’s your initial consultation or your 35th year with us, our focus is always the person sitting across the table. That commitment shapes everything we do—from flexible, non-traditional service hours to meaningful traditions like our annual Client Christmas Party, now more than 24 years running. Our “can-do” mindset and client-first culture have made us a trusted resource for nearly four decades.
