Building Confidence in Your Future
Peace of Mind through Personalized Financial Planning
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 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.
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Get a Plan
You will work with your Wealth Advisor and the team to customize your Financial Plan for maximum probability of success.
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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
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Jacob Ray
Partner, Director of Financial Planning, & CCO
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Bruce Larsen
Senior Wealth Advisor
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James Glasheen III
Wealth Advisor
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Kelly St.George
Wealth Advisor
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Emily Murtaugh
Director of Operations
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Jay Phillips
Financial Analyst
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Carter Hench
Paraplanner
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Lydia Quiñones
Operations Coordinator
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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
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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.