After nearly a decade at Edward Jones, Josh Colwell, CFP®, AAMS®, broke away in 2022 to launch CoWealth Advisors in Newnan, Georgia, in partnership with Raymond James. The practice has since scaled from $150M to $600M.
The story is not a change of firm. It is the deliberate construction of an enterprise built around planning, process, and continuity. Winthrop & Co. partnered with Colwell on the transition and walked alongside the build.
CoWealth is structured as a firm rather than a founder-led practice. Distinct roles, dedicated investment oversight, and client service depth create capacity without lowering standards. The client relationship lives inside the firm, not inside one calendar. That is the design choice that makes it durable.
Recognition has followed. Colwell was named to the Forbes Best-in-State Next-Gen Wealth Advisors list in both 2024 and 2025.
Read the full profile here.
Advisors weighing a similar move are welcome to reach out. Winthrop & Co. is happy to arrange a confidential conversation about terms, structure, and what the path to independence actually looks like.