At VIBE Wealth Partners, we believe wealth is about more than numbers - it's about aligning your money with the life you want to live today and the legacy you want to leave behind. We exist to simplify the complexities of financial planning and empower you to make confident decisions - so you can take the trips, buy the boat, create the memories, and still build lasting security for tomorrow.
That's the
V
I
B
E
ntention drives it.
ision shapes it.
alance sustains it.
njoyment completes it.
ntention drives it.
ision shapes it.
alance sustains it.
njoyment completes it.
VIBE.
That's the
VIBE.
How We Help
Estate
planning
Help source your legacy by structuring your assets, beneficiaries, and trusts to support a smooth and tax-efficient transfer of wealth for future generations.
financial
management
Holistic oversight of your finances, including budgeting, debt analysis, and tax considerations, to help you work toward your financial objectives.
insurance
Strategic coverage options for life, disability, and long-term care, to help protect your family and assets.
Financial & retirement planning
Comprehensive financial strategies designed to help, protect, and transfer your wealth with a focus on preparing for your retirement future.
Investment
management
Personalized investment portfolios built through research and risk assessment, structured to help you pursue your long-term financial goals.
tax
Planning
Coordinate your financial decisions with current tax laws to enhance efficiency and retain more of your earnings.
At VIBE Wealth Partners, our mission is simple: to help you live in balance. To protect your future while enjoying the moments that matter most. We believe great planning starts with great relationships - listening first, understanding what's most important, and guiding you through life's biggest transitions with clarity, compassion, and stability. Above all, we're here to be more than advisors - we're trusted partners, driven to help you create lasting security, the freedom to live fully, and confidence for you and your family. Transparency is part of that commitment: with a clear, simple fee structure, you'll always know exactly how we're working for you - and the value we bring every step of the way.
Our Mission
Meet Colby
Colby brings 15+ years of experience in financial services and serves as Managing Director of VIBE Wealth Partners. An advisor with a fiduciary duty to his clients, Colby holds the Series 65 License and licensed in life insurance in North Carolina, he is committed to helping individuals, families, and business owners make confident, values-driven financial decisions.
He specializes in retirement income planning, tax-efficient strategies, estate and legacy planning, and employer-sponsored retirement plans - with a focus on aligning each client's wealth with their life vision. Colby's approach strives to ensure clients can protect their future while enjoying life today.
MANAGING DIRECTOR
His career began at a large national investment firm, but he found greater purpose in personal financial planning - building long-term relationships and life-aligned strategies.
A Lake Norman local, Colby lives with his wife Caitlin and their two children, Cannon and Cadence. You'll often find him on the water, in the mountains, or spending time with family. He is active in his church community and supports organizations such as Rainbow Kidz and Special Olympics, which provide care and connection to children and families navigating difficult times.
Our Process
DISCOVERY & vISIONING
comprehensive look
personalized plan
implementation
ongoing guidance
Our Process
comprehensive look
Next, we'll take a comprehensive look at your current finances - accounts, income, expenses, tax returns, and goals - to capture the full picture. This clarity brings everything into focus, helping us identify strengths, gaps, and opportunities so your plan is grounded in a true understanding of today and can confidently guide tomorrow.
Our Process
ongoing guidance
Life changes, markets shift, and priorities evolve - and your plan should move with them. I'll take a proactive approach, keeping a close eye on your progress and making adjustments before issues become obstacles. And when life throws something unexpected your way, I'll be here however and whenever you need, making sure your plan continues to serve you, no matter what comes next.
Our Process
comprehensive look
Next, we'll take a comprehensive look at your current finances - accounts, income, expenses, tax returns, and goals - to capture the full picture. This clarity brings everything into focus, helping us identify strengths, gaps, and opportunities so your plan is grounded in a true understanding of today and can confidently guide tomorrow.
Our Process
ongoing guidance
Life changes, markets shift, and priorities evolve - and your plan should move with them. I'll take a proactive approach, keeping a close eye on your progress and making adjustments before issues become obstacles. And when life throws something unexpected your way, I'll be here however and whenever you need, making sure your plan continues to serve you, no matter what comes next.
Contact Us
Phone: 828.244.1860
Email: hello@VIBEwealthpartners.com
Address: 632 Big Indian Loop
Mooresville, NC 28117
