Overview

We are a Colorado Springs based Wealth Management Firm that has offices in both the Rocky Mountain states and Texas. We currently have a team of 17 (8 advisors and 9 support staff) that truly work together as a team. We focus primarily on Financial Planning and managed money. We are looking to grow our successful team in both Colorado and Texas through acquisition and possible merger opportunities with like-minded successful advisors. We have a very robust client experience, and pride ourselves on the long-term relationships that we have developed with our clients and their families.

Over the past 3 years we have successfully completed 3 acquisitions and 2 mergers, providing all of our advisors a solid succession plan. If you are looking for an experienced team that knows how to successfully transition a practice, please contact us to see if we might be a good fit.

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