Colorado Wealth Group

Colorado Wealth Group is a financial planner in Denver, CO. The firm provides fiduciary financial planning, investment management, insurance planning, and tax preparation services to individuals seeking personalized wealth management strategies. The advisory team focuses on acting in the best interests of their clients to help them achieve peace of mind through tailored financial blueprints.

The firm operates with a structured financial planning process that begins with organizing data and gathering information during an initial consultation. Following this, advisors work with clients to customize a plan designed for maximum probability of success, which includes a checklist of recommendations for execution. Clients meet with their wealth advisor twice a year to ensure accountability to their long-term goals. Led by Founder and CEO Steven Harp, a CERTIFIED FINANCIAL PLANNER™ professional, the team includes Jacob Ray, who serves as Partner, COO, and CCO. The firm emphasizes a client-first approach, offering comprehensive strategies that address retirement, risk mitigation, and various life changes.

The business maintains thorough and well-documented information online, making their services and professional expertise easy to understand. Their digital presence is well-optimized, ensuring that their detailed service offerings and team credentials are clearly accessible to those searching for financial guidance.

Colorado Wealth Group provides expert, objective advice and customized investment strategies for residents and families in the Denver area.

Services:

• Estate Planning
• Financial Planning
• Insurance Planning
• Investment Management
• Tax Preparation