Colorado Wealth Group is more than a financial planning firm. We are passionate people who want to be your lifelong resource to ensure your ultimate success. We offer a wide range of wealth management and financial planning services for individuals, families, and businesses. You will be matched with a Wealth Advisor that is most ideal for your situation.
After a short initial consult, they will walk you through a data-gathering process and create a proposal for financial planning engagement. Upon engagement you will enter a 7-stage planning process, working with your Wealth Advisor and the financial planning team to fine tune your analysis for maximum probability of success.
After a short initial consult, they will walk you through a data-gathering process and create a proposal for financial planning engagement. Upon engagement you will enter a 7-stage planning process, working with your Wealth Advisor and the financial planning team to fine tune your analysis for maximum probability of success.
Services
The ChFC program is administered by the American College, Bryn Mawr, Pennsylvania. This designation has the same core curriculum as the CFP designation, plus two or three additional elective courses that focus on various areas of personal financial planning.
In addition to successful completion of an exam on areas of financial planning, including income tax, insurance, investment and estate planning, candidates are required to have a minimum of three (3) years of experience in a financial industry position.The ChFC designation is offered by The American College.
In addition to successful completion of an exam on areas of financial planning, including income tax, insurance, investment and estate planning, candidates are required to have a minimum of three (3) years of experience in a financial industry position.The ChFC designation is offered by The American College.
There is more to financial planning than simply, well, "planning finances". Financial planning, at its core, is the process of evaluating your current financial situation creating goals, and developing a strategy to help meet those goals. We understand the complex nature of financial planning, and help ease the stress of making these financial decisions.
If you want to ensure a secure financial future for you and your family, your first step is to contact an experienced financial planning company to help you with tax planning and other wealth management services. This is not just a service reserved for the rich and famous, but a conscious and responsible choice for anyone who wants to reach their financial goals and look forward to their golden years with peace of mind.
We understand that owning a business can be a juggling act, so trying to handle your personal finances and the business finances can also become a struggle. Still, comprehensive financial planning doesn't have to be a sore subject. Our goal is to help small businesses understand the importance of financial planning in business ecosystems.
We believe that a good investment plan should be customized, so any investment you make should be done so with your goals and values in mind. The reality is that many of our clients don't have the time or experience necessary with investment management services to execute these priorities on their own.
Reviews (10)
Steena Chandler
Jan 29, 2022
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My husband and I recently got married, purchased a new home, and are having our first child this year. We reached out to a few other planning services who basically gave us a straight line estimate for how to plan for retirement without considering all the changes/nuances/possibilities that might happen in the next 30 years before we actually retire. Needless to say those other firms were totally unhelpful. Jacob, Carter and the CWG team actively asked about our goals, and outlined several different scenarios for us to better understand our financial future and the possibilities (i.e. the impact
William Irving
Sep 04, 2021
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John Baker
Aug 21, 2021
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The entire team at CWG has been wonderful to work with. They took the time to understand my family’s specific situation, and in turn have helped me not only better understand our financial outlook, but have suggested changes to improve our odds of long term success. The monte carlo simulations and yearly update report are especially insightful. I would recommend them to anyone looking for guidance on financial planning.
Natasha Reid
Jun 04, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Our experience with Colorado Wealth Group has been exemplary; every person we have interacted with has been warm, welcoming, and extremely responsive. I have a similar background and have been very satisfied with the answers to all of my questions. Highly recommended.
Our experience with Colorado Wealth Group has been exemplary; every person we have interacted with has been warm, welcoming, and extremely responsive. I have a similar background and have been very satisfied with the answers to all of my questions. Highly recommended.
John Paul
Apr 11, 2021
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Keah Kalantari
Dec 01, 2020
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Steven, Jacob, Emily, and the whole team at CWG are top notch. Though I studied finance, worked in trading and private equity, and have paid close attention to personal finances over the years, it's clear I have so much to learn from Steven and his team. They are on another level when it comes to financial planning and wealth management. My wife and I are extremely grateful for the opportunity to work with such a professional, diligent, and detail-oriented group in the process of planning our financial future. The return on the investment we've made in CWG is well worth it. Highly recommended.
Joe Battaglia
Oct 04, 2020
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Have been working with Steve and the CWG team for almost a year now and am still continuously impressed by their knowledge, empathy, and professionalism. They've been able to provide a sober, detailed, and actionable plan for organizing and improving my financial outlook. Truly a great team, and looking forward to working with them for years to come.
Brendan Healey
Dec 19, 2019
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My wife and I made the switch to Colorado Wealth Group in 2018 and have been thrilled with their service and work for us. As a business owner I want to focus on what I know, and leave the financial planning to the experts. I know with CWG that they are always looking out for our best interests without me having to be involved on a day to day basis. When I refer my clients and friends to them I do so with 100% confidence that referral will reflect well upon me, and my business.
Brian Hobbs
Dec 01, 2019
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My wife and I are so happy with the work Steven and his team at CWG have done for us! We engaged with them only a couple months ago, but they quickly delivered a comprehensive investment/retirement plan designed to meet our future financial objectives. We are now executing on this plan, and the CWG team is helping us at every step along the way. We're very impressed with CWG's financial knowledge and experience, and are confident we will meet our goals if we follow the plan. We wholeheartedly recommend their services. We're looking forward to working with them for the rest of our lives!
Peter Murphy
Jun 05, 2019
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Being busy working people, my wife and I were lucky to enlist Jacob Ray and the Colorado Wealth Group to help advise us about our financial future. They helped us consider investment and financial strategy that we may not have ever considered without their expertise, especially given our time constraints. We are very grateful for their help and guidance. They are all extremely friendly as well, which makes giving them our business even more of a no-brainer. We look forward to continuing to work with CWG as our life and financial needs change.
