Confidence In Your Future

Empowering you with a personalized financial plan for every stage of life

  • Fiduciary and Objective Advice

    Acting in your best interests 100% of the time

  • Proven Financial Planning Process

    Helping you create a blueprint for your wealth journey

  • Modern Culture of Experts

    Our passion is guiding our clients and achieving results

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.

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.

  • Financial Planning

  • Investment Management

  • Insurance Planning

  • 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.

  • 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.

  • 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

  • Jacob Ray

    Partner, CCO, Director of Financial Planning

  • Bruce Larsen

    Senior Wealth Advisor

  • Emily Murtaugh

    Client Experience Manager

  • Jay Philips

    Financial Analyst

  • Stacy Smith

    Operations Manager

  • Kelly St.George

    Wealth Advisor

  • 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.

Learn About the Latest Trends in Financial Planning

Read All Blog Entries
  • blog picture
    Taxes & Real Estate Investing

    Understanding the Tax Impact of Real Estate Ownership

    April 9th, 2021
  • blog picture
    Retirement Planning And Taxes In Retirement

    Exploring the Effects of Taxation on Retirement Income

    March 22nd, 2021
  • blog picture
    Leading Women Investment Managers

    In Honor of Women's History Month

    March 17th, 2021
  • blog picture
    Celebrity Bowling Night Hosted by Joe Flacco: 2019

    September 27th, 2019
  • blog picture
    CWG Family Reunion 2019

    September 21st, 2019
  • blog picture
    CWG Family Reunion 2018

    September 18th, 2018
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  • A. Accumulation

  • B. Distribution

  • 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.