Our Story

Wealth Planners of Colorado was founded on the premise that service-oriented financial services need not be reserved for a select few. Driven by the same independent spirit that characterizes the history and people of its home state, Wealth Planners of Colorado is built to customize financial services to the unique goals of every client.

Wealth Planners of Colorado helps its individual, family and business clients replace the confusion of complicated financial decisions with the clear confidence of having a partner and a plan. We’re based in Colorado and serve clients nationwide.

Our Approach

Effective Game Plan

Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.

Advice in Common Language

It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.

Straightforward Fees

You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.