Our passion is to help our clients achieve their objectives by implementing agreed upon recommendations and helping to navigate their charted course of financial freedom. A Relationship based on trust, knowing that our interests are aligned with yours, will be built through our unbiased and disciplined investment management style.
We pair our commitment to professionalism with a holistic and comprehensive planning approach to grow and protect your wealth. Over the past 31 years we have established a process that incorporates each of the key aspects of your financial security: Wealth Creation & Asset Protection, Retirement Income Planning and Legacy & Estate Transfers.
We pair our commitment to professionalism with a holistic and comprehensive planning approach to grow and protect your wealth. Over the past 31 years we have established a process that incorporates each of the key aspects of your financial security: Wealth Creation & Asset Protection, Retirement Income Planning and Legacy & Estate Transfers.
Services
Exceeding our client's expectations by building a relationship based on trust and our commitment to excellence, is our objective. Through a Holistic Approach, we provide financial advice that aligns with your goals, beliefs and objectives to guide you in uncertain and challenging times. We employ a Value-Based Investment Focus in designing portfolio recommendations.
Our philosophy is simple. We are committed to providing exceptional service and sound advice based on a shared vision with the goal to build, protect and preserve your wealth. A commitment to professionalism and a "Shared Vision" of your unique, personal goals form the foundation of a strong financial plan.
As a financial advisor over the past 30 years I have helped clients navigate many varied market cycles through various stages of asset accumulation and ultimately through retirement. Along the way, our plans address financial protection needs for families and individuals to assure their goals are achieved depsite adverse risk events that may put those plans in jeopardy.
Go West on Orchard Rd. from I-25 for 2 blocks to Greenwood Plaza Blvd and turn left, heading South. Parking is available on all sides of the building and the entrance is on the SE corner of the building. Come into the main atrium area and I will meet you there to take you to my office.
Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: California, Colorado, Oklahoma, Texas, Washington.Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Paolucci Financial Services are not affiliated.
Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: California, Colorado, Oklahoma, Texas, Washington.Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Paolucci Financial Services are not affiliated.
We bring over 30 years of experience to the wealth planning process - during both good as well as challenging market cycles, guiding you through the complex and ever-changing asset accumulation and risk management process. Conventional wisdom and past strategies may not be appropriate or even advisable given today's market conditions and regulatory environment.
Reviews (1)
Tab Berkey
Nov 26, 2020
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