Who I Work With
I work with individuals, families, retirees, business owners, and professionals throughout Western Colorado and beyond.
While every client is different, the people I work with tend to share many of the same values. They're often looking for more than investment management alone, they want a trusted advisor who can help them make informed decisions and stay focused on what matters most.
My Clients Typically:
- Take pride in their independence
- Prefer straightforward advice over sales pitches
- Appreciate keeping things simple and focused
- Think long-term rather than short-term
- Want clarity and confidence in their financial decisions
- Value honesty, integrity, and candid conversations
- Prefer an advisor-led approach to managing their wealth
- Would rather spend their time living life than monitoring the markets
- Appreciate having a trusted professional in their corner
My clients have often spent years building what they have and want to make sure it's handled thoughtfully going forward. They understand that successful wealth management is rarely about finding the next hot investment. More often, it's about discipline, consistency, and having a clear plan.
If those values resonate with you, it may be worth having a conversation.
A Quick Note on Account Minimums
While I generally work with clients who have at least $250,000 in investable assets, I understand that every situation is unique and I do make exceptions on a case-by-case basis.
Exceptions are typically considered for:
- Working professionals under age 50 with household income of $100,000 or more annually
- Referrals from existing clients or local professionals such as attorneys, CPAs, or real estate agents
- Family members of existing clients
- Business owners interested in establishing a retirement plan for themselves or their employees
If you're unsure whether you'd be a good fit, I encourage you to reach out. A brief conversation is often the easiest way to determine whether I can be helpful.
