Confidence In Your Future
Empowering you with a Financial Plan so you can focus on what you love
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.
Wealth Management Solutions Built For Your Future
We offer a wide range of wealth management and financial planning services for individuals, families, and businesses. Click below to learn more about how we may able to help you.
Not sure which option is right for you? Answer a few questions, and we will get you in contact with the right advisor.
Our Financial Planning Process
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Get Organized
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.
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Receive Your Financial Plan
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.
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Take Action & Stay Accountable
Every plan comes with a checklist of planning recommendations for you to execute on your own or by hiring CWG to help. As a member of our Financial Plan Maintenance Program, you will meet with your Wealth Advisor every 6 months to ensure that you are taking action and staying accountable to your goals.
Our Unrivaled Client Experience
Get Matched With The Perfect Advisor for You
We will ask you just a few questions and quickly get you matched with the perfect advisor for your situation. Use the reservation form here and within one business day we will be in touch with the next steps.
Details Matter!
Please help us get to know you better so we can make your perfect match.
Learn About the Latest Trends in Financial Planning
Read All Blog Entries-
A. Accumulation
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B. Distribution
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C. Legacy
More Than Just a Mountain
Our logo was designed to encompass all three parts of the Financial Planning Lifecycle: A) Accumulation, B) Distribution, and C) Legacy. A comprehensive financial plan looks at the whole picture. At Colorado Wealth Group, we believe that a Financial Lifecycle plan will empower you to hit your savings goals (the ascent), while also providing a roadmap for a successful descent from the summit, and beyond.