Colorado Wealth Group collaborates with financial planners, analysts & associates with a shared mission to be the premier destination for comprehensive financial planning in Denver, CO. In 2016, Steven Harp and his partner Jacob Ray established CWG to deliver on this mission. Colorado Wealth Group has a unique process for financial planning. They offer a wide range of wealth management and financial planning services for individuals, families & businesses. They will work with clients on a consultative basis without meeting investment minimums or purchasing a financial product. Colorado Wealth Group has the knowledge and skills to analyze your financial situation, allowing you to create and achieve your goals. As financial planning consultants, they strive to ensure that you, their client, understand the whys behind each decision before committing to a strategy. They consult with you to design and help you implement life-changing solutions that provide customized, meaningful results. They will ask you a few questions and quickly match you with the right advisor. They are a complete financial planning firm that empowers customers with the blueprint to achieve their lifelong goals.
UNIQUE FACTS:
• Initial Consult Available.
• Fiduciary and Objective Advice.
• Modern Culture of Advisors.
3 Best Financial Services in Denver, CO
Expert recommended Top 3 Financial Services in Denver, Colorado. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
COLORADO WEALTH GROUP, LLC REVIEWS
I highly recommend CWG for their exceptional wealth management services. We were referred by a close friend and realtor and interviewed multiple firms. From our first conversation with Steven Harp, we knew CWG was the right fit. Their personalized care, responsive team, and family-like atmosphere make them stand out. Special kudos to Emily, the Director of Operations, for her exceptional support and efficient management. Steven and the CWG team have transformed our wealth management approach, and we're confident about our financial future. Don't hesitate to choose CWG for your financial needs.
My wife and I have been working with the team at Colorado Wealth Group for the past 6 months and we've been extremely impressed. This is our first experience with a financial advisor and it has far exceeded our expectations. They are professional, thoughtful, thorough, and all-around good people. We're very happy to recommend them!
Very professional business. They will answer any questions you ask accurately and promptly. Never had problems getting hold of my advisers and team when needed, and they will always return your calls very quickly.
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Schutte Financial offers award-winning financial advice. Dan Schutte is an independent fiduciary based in Denver with remote capabilities. Clients have access to leading investment options, including a top-performing fund. Services are fee-only and below the median. Clients receive a free online financial plan with any managed investment account. Schutte Financial provides active and automated investing with human connection to support custom portfolios based on personal goals. As a personal advocate, Schutte Financial can help achieve your dreams through custom service, top-performing investments, and a network team of professionals for comprehensive care.
UNIQUE FACTS:
• Award-Winning Fiduciary.
• Top-Performing Investments.
• No Minimum Contribution.
• Trusted Personal Advocate.
• Free Plan with Any Amount.
Specialty:
$Price:
Online Financial Plan $15-45/month
Written Financial Plan $490/update
Verbal Financial Advice $45/half-hour
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
SCHUTTE FINANCIAL LLC REVIEWS
Dan is amazing! My husband and I realized that we needed to be more focused and deliberate about our investing. We had our money invested with different advisors and across several investment, however, we felt like we were not getting the time or attention we needed to be successful. We met with Dan and right away, I felt a difference. Dan is the most thorough and comprehensive advisor I've worked with. He asked us things we never thought about. He learned about our goals, analyzed all of our assets and gave us an actionable plan. He also looked into some things that we were worried about and helped us make a plan for those things too. I'm so thankful that we connected with Dan and have his knowledge and expertise to guide our way.
Dan has been such a valuable asset in our early investing career. My wife, Bethany, and I have always been quite risk-averse, but Dan was able to put those fears at ease and come up with a very diversified investing portfolio. He is always a text or phone call away if we ever need anything or have any concerns/questions. He is extremely knowledgeable, and we are at ease knowing he is our financial advisor moving forward.
What a terrific experience my wife and I have enjoyed with Dan, he is truly a consummate professional! He listens to your needs and wants, is extremely knowledgeable, and guides in a straight forward path. We are blessed to have him as our financial investment advisor. Jeffrey Myers.
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Maia Wealth is an independent registered investment advisor dedicated to providing comprehensive financial planning and exemplary service to all their clients in Denver, CO. Maia Wealth is among a small minority of advisors who are independent fiduciaries and entirely unbiased & conflict-free when giving investment advice. Maia Wealth’s network comprises certified financial planners, CPAs, portfolio managers & attorneys who offer you the highest level of expertise to support your complex needs. They understand that each client's situation is unique and provide a customized plan that incorporates all aspects of your financial picture. They see their clients as partners; they receive a responsive, attentive, and personal relationship. They encourage all customers to schedule a semi-annual meeting for a plan review and reach out whenever a question arises.
UNIQUE FACTS:
• Comprehensive Planning.
• Exemplary Service.
• Unbiased & Conflict-free Advice.
Specialty:
Contact:
Working Hours:
Fri: 8am - 5pm
Sat & Sun: Closed
TBR® Inspection Report:
MAIA WEALTH REVIEWS
Maia Wealth provides a phenomenal service — Justin has answered all of my questions and has given me a comprehensive financial plan that makes all things money feel so much less intimating. Everyone at the company is so welcoming and kind. 5/5 recommend Maia Wealth!
I've been with Maia for years. Incredibly knowledgeable and even more patient with my many questions. Obvious attention to detail with big and small clients. Have suggested them to friends and family with positive results. Wouldn't trust anyone else to help plan my financial future.
We had an excellent experience with Maia Wealth. Our wealth manager was Darcy, she was knowledgeable and answered all our questions.
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