Peace of Mind through Personalized Financial Planning

  • 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 Advisors

    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

  • Get Organized

    After a short, initial consult with a Wealth Advisor, you will be guided through a data-gathering process in preparation for a Financial Plan proposal.

  • Get a Plan

    You will work with your Wealth Advisor and the team to customize your Financial Plan for maximum probability of success.

  • Get Going

    Every plan comes with a checklist of recommendations for you, and potentially CWG, to execute. You will then meet with your Wealth Advisor twice a year 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, Director of Financial Planning, & CCO

  • Bruce Larsen

    Senior Wealth Advisor

  • James Glasheen III

    Wealth Advisor

  • Kelly St.George

    Wealth Advisor

  • Emily Murtaugh

    Director of Operations

  • Jay Phillips

    Financial Analyst

  • Carter Hench

    Financial Planning Manager

  • Billie

    Chief Morale Officer

Our Client Experience

Get Matched with the Right Advisor for You

We will ask you just a few questions and quickly get you matched with the right 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

    4th Annual CWG Family Reunion

    Coors Field: October 1, 2022

    November 3rd, 2022
  • blog picture

    Significant Tax Help for Colorado Seniors

    October 21st, 2022
  • blog picture

    3rd Annual CWG Family Reunion

    Clement Park: September 25, 2021

    October 22nd, 2021
  • blog picture

    Who Needs to do Estate Planning?

    Estate Planning is for Everyone

    September 20th, 2021
  • blog picture

    Asset Allocation-Real Estate

    How real estate fits into your overall asset allocation: How much is too much?

    August 17th, 2021
  • blog picture

    Optimizing Your Growing Rental Portfolio

    Owning Multiple Properties: Navigating the Complexities

    June 14th, 2021
  • blog picture

    Unclaimed Assets

    The United States has billions of dollars in unclaimed assets. How can you claim your share?

    May 19th, 2021
  • blog picture

    Options for Highly Appreciated Property

    How to efficiently pass real estate property to your beneficiaries while maximizing your investment.

    May 10th, 2021
  • 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
  • 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.