Confidence In Your Future
Empowering you with a personalized financial plan for every stage of life
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.
Steven Harp, Founder & CEO
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.
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Financial Planning
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Investment Management
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Insurance Planning
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Business Consulting
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 Started
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, all within about 2 weeks. It will be at this point where you decide to hire CWG for financial planning or move in a different direction.
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Develop & Deliver your Financial Plan
Upon engagement you will enter a 4-6 week planning process, working with your Wealth Advisor and the financial planning team to fine tune your analysis for maximum probability of success. On average, CWG spends over 30 hours on a customized financial plan to ensure each plan is specific to your needs.
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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. You will also have the option to enroll in our Financial Plan Maintenance Program where you will meet with your Wealth Advisor every 6 months to ensure that you are taking action and staying accountable to your goals.
Our Experienced Team of Professionals
learn more about us-
Steven Harp
Founder & Chief Executive Officer
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Jacob Ray
Partner, CCO, Director of Financial Planning
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Bruce Larsen
Senior Wealth Advisor
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Emily Murtaugh
Client Experience Manager
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Jay Philips
Financial Analyst
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Stacy Smith
Operations Manager
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Kelly St.George
Wealth Advisor
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Billie
Chief Morale Officer
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-
Taxes & Real Estate Investing
Understanding the Tax Impact of Real Estate Ownership
April 9th, 2021 -
Retirement Planning And Taxes In Retirement
Exploring the Effects of Taxation on Retirement Income
March 22nd, 2021 -
Leading Women Investment Managers
In Honor of Women's History Month
March 17th, 2021 -
Celebrity Bowling Night Hosted by Joe Flacco: 2019
September 27th, 2019 -
CWG Family Reunion 2019
September 21st, 2019 -
CWG Family Reunion 2018
September 18th, 2018
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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.