Custom Wealth Management

Custom Wealth Management

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

Learn more
Lifelong Financial Guidance

Lifelong Financial Guidance

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

Learn more
A Value-Based Investment Firm

A Value-Based Investment Firm

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

Learn more

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. 

Learn more

SERVICES
How Can We Help You?

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

Investment Planning

Investment Planning

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

Learn more
Retirement Planning

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

Learn more
Insurance Planning

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

Learn more
Estate Planning

Estate Planning

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

Learn more
Legacy Planning

Legacy Planning

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

Learn more
Tax Planning

Tax Planning

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

Learn more

Are You an Advisor Looking to Sell?

Let’s have a confidential conversation about your next chapter and how we can make the transition seamless for you and your clients.

EXPLORE OUR PROCESS

Man standing on mountain top
AJ Macdonald

AJ Macdonald

Owner / LPL Financial Advisor, CDFA®, CEPA®

970-667-2950

970-667-3397

Devin  Jones

Devin Jones

Financial Advisor

970-667-2950

970-667-3397

Christy Miller

Christy Miller

Admin Asst / Event Coordinator

970-667-2950

970-667-3397

Abel McBride

Abel McBride

Marketing Manager

970-667-2950

970-667-3397

What Our Clients Have To Say

Resource Center

Schedule a Consultation

Thank you!
Oops!