<p>Custom Wealth Management</p>

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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<p>Lifelong Financial Guidance</p>

Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.

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<p>A Value-Based Investment Firm</p>

A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Wealth Management, Tailored To You

Coaching

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. 

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SERVICES
How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

<p>Investment Planning</p>

Investment Planning

Review of portfolio, Asset Allocation, Withdrawal Strategies, Account Aggregation, Monitoring Outside Accounts, Stock Concentration, Risk Analysis

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<p>Retirement Planning</p>

Retirement Planning

Goal Setting, SS Analysis, Cash Flow Analysis, IRA and Roth Conversions, Review Employer-Sponsored Plans, RMD’s and W/D Strategies, Annuities and Pensions, Self-Employed Plans, Bucket List Items

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<p>Insurance Planning</p>

Insurance Planning

 Review of Existing Policies, Life Insurance Needs Analysis, Long Term Care Insurance Analysis, Disability Insurance Analysis, Homeowner’s/Renter’s Insurance Review, Health Insurance Review, HSA, Medicare

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<p>Estate Planning</p>

Estate Planning

Wills, POA, Living Will, Health Care Proxy, Trusts, Estate Taxes, Guardianship, Charities

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<p>Legacy Planning</p>

Legacy Planning

Gifting, College, Caring for Elderly, 529’s, Trusts

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<p>Tax Planning</p>

Tax Planning

Review of Cost Basis, Realized Gains, Deductions and Credits, Tax Returns Review

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Meet Our Team

Christy Miller

Christy Miller

Administrative Assistant

970-667-2950

970-667-3397

Devin  Jones

Devin Jones

Financial Consultant

970-667-2950

970-667-3397

AJ Macdonald

AJ Macdonald

Owner / LPL Financial Advisor, CDFA®

970-667-2950

970-667-3397

Denise  Perich

Denise Perich

Marketing Director

970-667-2950

970-667-3397

What Our Clients Have To Say

Resource Center

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