Building Confidence in Your Future
Peace of Mind through Personalized Financial Planning
I could not imagine a better financial planning experience. I was reluctant for years to commit to a financial service because I struggle trusting others with my finances. After working with Jacob, Steven, Emily, and the rest of the team for about four months now, I am so happy we choose CWG. Their recommendations made total sense and they explained the rationale clearly with tons of data. We will be long-term customers for sure.
John S.
We are big fans of Steven and the entire team at Colorado Wealth Group! They are incredibly knowledgeable and client-focused. They've made adulting a whole lot easier and given us great peace of mind about our financial plans, retirement, future risk mitigation, tax concerns and more. Our only regret is not starting with them earlier.
Lindsey C.
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.
Keah K.
This review is overdue! I've been working with Colorado Wealth Group for about a couple of years. They are all very knowledgeable and resourceful within the many areas of financial life. I always appreciate their guidance and insights as I think about retirement. Honestly, they make this process enjoyable which is not always easy to do. Thanks for all that you do!
Renee F.
5 stars. Truly the best. You could not ask for a better experience from the moment you meet for initial financial planning to the frequent touch points throughout the year and personal interactions. I have 100% full confidence in the financial decisions and security that Steven, Jacob, Emily, Jay, and the entire CWG team are providing for my young family and me. They advise. They support. They ensure you have the information and full picture you need to make the right decisions for your future. We are so thankful we took the leap years ago to start working with CWG. I couldn’t ask for a better experience. The confidence and care they provide is unmatched.
Kacy B.
I got to a place in my life where my investments were a bit all over the place, in addition I was saving for retirement with no true direction nor plan. We engaged Colorado Wealth Group to help organize our financial situation. They gave thoughtful suggestions and helped us implement our plan. Everything is now in one place, and we have a clear picture of where we are heading. Steven and his employees care, listen and make my life so much easier. We are so glad we found them. Cheers,
Julie B.
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!
Brian H.
We first reached out to CWG a couple of years ago and were very impressed with their service and retirement planning. They have been very responsive through a move (out of state) and a job layoff. They updated our plan and went through multiple options so that we could stay on track. Plus, they are just great people! Jacob, Emily and Carter are very warm and friendly and you have to love their Chief Morale Officer Billie the wonder dog!
Juli C.
We have been working with Steven and his team for several years now as we've continued to build our family and our finances. Everyone at Colorado Wealth Group is very responsive, informative, and always willing to spend the time to talk through any of our questions. I fully trust Steven and his team to position us well for continued financial growth and would highly recommend Colorado Wealth Group to anyone looking for a dedicated team of financial advisors.
Matthew H.
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 of 3 kids vs. 2, or the impact of taking a few sabbatical years here and there etc.). We are SUPER happy with the results and feel confident that we have partners to help us stay on the right financial path. Could not recommend them more.
Steena C.
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
Paraplanner
-
Lydia Quiñones
Operations Coordinator
-
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.
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-
Significant Tax Help for Colorado Seniors
October 21st, 2022 -
3rd Annual CWG Family Reunion
Clement Park: September 25, 2021
October 22nd, 2021 -
Who Needs to do Estate Planning?
Estate Planning is for Everyone
September 20th, 2021 -
Asset Allocation-Real Estate
How real estate fits into your overall asset allocation: How much is too much?
August 17th, 2021 -
Optimizing Your Growing Rental Portfolio
Owning Multiple Properties: Navigating the Complexities
June 14th, 2021 -
Unclaimed Assets
The United States has billions of dollars in unclaimed assets. How can you claim your share?
May 19th, 2021 -
Options for Highly Appreciated Property
How to efficiently pass real estate property to your beneficiaries while maximizing your investment.
May 10th, 2021 -
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
-
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.