About
Wealth management that answers to you.
Attend is an independent, fee-based firm, holding its advisory services to a fiduciary standard, built for people whose finances got complicated fast.
About
Attend is an independent, fee-based firm, holding its advisory services to a fiduciary standard, built for people whose finances got complicated fast.
Why we exist
Most people do not get real, coordinated advice until their money is already complicated, and by then they have made a few expensive decisions alone. We built Attend to meet high earners at that exact moment, with honest advice that comes first, before any product.
We are independent and fee-based: paid advisory fees for advice held to a fiduciary standard, with any insurance commissions disclosed plainly before a policy is placed.
Even our name is a promise. To attend is to show up, pay attention, and take care of someone. That is the whole job description.
A letter from our founder
Tony Colunga
Founder & CEO
I spent more than two decades at Morgan Stanley, Wells Fargo, and BBVA, managing hundreds of millions of dollars for high-net-worth clients. I learned how the industry really works, and I learned who it really works for. Too often, the answer was not the client.
So I walked away. I wanted to build a firm where the advice is the product. Where you are a client, not a target. Where the advice you receive is held to a fiduciary standard.
In 2020, I contracted COVID and nearly died. The people who fought for my life cared for me with a focus and empathy I will never forget, and it permanently changed how I think about this work. Attend is named for that kind of care. It is also a love letter to my wife, Dr. Abana Azariah, who lives it every day.
That is the standard we hold ourselves to: care for your finances the way the best caregivers care for people. Show up. Pay attention. Tell the truth. Take care of you.
What we believe
Advisory services held to a fiduciary standard, in writing.
Investing, taxes, and protection working together instead of in silos.
Plain language, honest tradeoffs, and the answer even when it is not what you hoped.
Trust, verified
Every claim on this site can be checked against an independent source. Here is where to look.
Look up Attend Wealth Inc. (CRD #335194) on the SEC’s Investment Adviser Public Disclosure database.
Our Form ADV and Client Relationship Summary spell out our fees, services, and conflicts in writing.
Client reviews live on Google, where we cannot edit or remove them.
Have a harder question? Read our straight answers →
Your advisor
No hand-offs, no call centers. The person you meet is the person who knows your plan.
Start with a complimentary, no-pressure conversation. Bring one question, get a straight answer.
Book Your Complimentary Consult