Financial Planning:

Financial Independence for You and Your Clients

Are you a Wealth Advisor interested in going independent, but are concerned about the complexity of leaving your current firm?  Does the regulatory requirement of going independent and jumping through all the hoops in order to do so feel overwhelming? We are here to be your guide. At Colorado Wealth Group, we serve advisors like you in simplifying this process because we have been in your shoes! Colorado Wealth Group is a true turn-key solution for Wealth Advisors looking for a new home for their clients, a home with best-in-class technology, fully integrated staffing support, and a collaborative culture ready to support you as you continue to grow into the best Wealth Advisor you can be.  Are you ready to have the conversation? 

Let's Chat

Why Colorado Wealth Group?

Partners, Steven Harp and Jacob Ray, created Colorado Wealth Group as a home for like-minded professionals to provide a premier destination for their clients. Both Steven and Jacob came from large financial organizations; along the journey to independence, many lessons were learned, leading to growth and development.  These lessons have and continue to present great coaching opportunities to new advisors joining CWG. 

The intense drive to bring CWG to full independence came from much frustration that is caused by a large Broker/Dealer: expensive investment models, high compliance costs, weak technology, and a lack of agility for marketing, communication, and fast execution of strategies for our clients. We set our vision on building Colorado Wealth Group as the premier destination for independent advisors to build their book of business in a true plug-and-play format, while loyally serving our clients to give them a world-class experience in wealth management.

What can CWG do for Me?

Easy Advisor Transition

  • TD Ameritrade/Schwab’s “red carpet” treatment to aid in paperwork completion
  • Fully DocuSign integrated, yet paperwork is still an option
  • Account review with our in-house Financial Analyst for new account creation
  • Compliance and IAR registration support, ADV 2B creation, etc. 
  • IT training and setup with ongoing IT support
  • Mentoring with Partners and other CWG Team members

Simplify Your Operations…and Your Profit

  • Access to CWG Support Team for all new account creation and maintenance 
  • Client Experience Manager to assist you with appointment setting, follow-up, calendar management, and confirming appointments
  • Insurance Operations Expert to assist you with quoting, planning, data-gathering, applications, underwriting, and servicing on all insurance lines (life, disability, long-term care and fixed annuity)
  • In-house Financial Analyst to assist in getting your clients properly invested, whether it’s our models or your own 
  • A proven financial planning process that works, allowing you to continue to serve your clients while our team works behind the scenes
  • The ability to open revenue streams that you may not be used to, such as financial planning and consulting
  • Private, closed-door office and essentials included at our South Broadway location in Denver, CO 
  • Strong payouts: we want all of our Wealth Advisors above a 50% profit margin
  • Consistent monthly revenue, as all advisory accounts are billed monthly and other lines of revenue are tabulated and dispersed monthly
  • Built-in succession plan for maturing advisory practices

Technology Resources and Support

  • Cloud-based 
  • Mac-friendly environment (but we will tolerate a PC user ☺)
  • 3 beautiful conference rooms for client meetings equipped with glass windows, large whiteboards, and giant LED HDTV’s for presenting 
  • Advyzon: all-in-one solution for online client portal, reporting, billing, CRM, and secure document sharing with clients
  • eMoney: a software we have used for over 6 years and it’s the centerpiece for all Financial Planning engagements. Our Financial Planning team runs the plan, and you consult your client along the way.
  • Microsoft Teams: to collaborate with each other and for video conferencing with our clients
  • Sharefile: the most secure platform for client file storage and organization
  • Video email capability, newsletters, blog and vlog platform, and future podcast potential

Advisor Benefits

  • Despite being an independent contractor, you will still have access to a sponsored group healthcare plan where CWG contributes a portion of the premiums
  • Free group short-term and long-term disability insurance
  • Low-cost E&O insurance
  • No technology fees, rent, desk fees, or other ticky-tacky charges
  • Inbound leads from walk-in, call-in, website, and Google traffic
  • Monthly “CWG Team Day” to collaborate, learn from an outside speaker, and have fun building our practices together
  • Energetic, ambitious group of professionals building a culture of excellence

Are you ready to make a bigger difference for your clients?

Let's Chat

 

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

  • James Glasheen III

    Wealth Advisor

  • Kelly St.George

    Wealth Advisor

  • Emily Murtaugh

    Director of Operations

  • Jay Phillips

    Financial Analyst

  • Carter Hench

    Paraplanner

  • Billie

    Chief Morale Officer