We’re fee-only financial advisors who provide financial planning and
investment management designed to help grow, protect, and use your
wealth in pursuit of what’s truly important to you.
Our passion is helping you spend more time on yours.
A NEW KIND OF FINANCIAL ADVISOR
wealth management with a purpose
Give your wealth a purpose. We believe the accumulation of wealth should never be an end in itself. We help you grow, protect, and use your financial resources in a manner that is aligned with your personal values and passions. The end product is a usable plan that frees up your time and helps you put your wealth to work in a manner that adds the most value to your life.
Entrepreneurial Financial planning and guidance
Holistic advice from business owners and financial advisors. We understand the intricacies and challenges of working on your business and in your business. Whether you’re starting a new business or growing your current one, we can help align your personal and business finances so you can spend more time focused on your entrepreneurial passions.
financial maneuvering room™
Create financial latitude to explore new opportunities in your life. Our Financial Maneuvering Room™ system shows you how your financial resources work together to give you space to explore other opportunities and new courses of action while keeping your long-term goals on track. We help you have the financial confidence to pursue your passions and purposes.
executive financial planning
Maximize your benefits as an executive or business owner. From incentive stock option tax planning to cash balance plan design and succession planning, we help executives and business owners optimize the benefits and opportunities within their companies.
FREE RESOURCES
At Targeted Wealth Solutions, we’re pleased to offer a collection of our blog posts, videos, and financial planning guides for you to reference as you grow your business with us. When you choose us as your trusted financial advisor, our service to you doesn’t stop when you leave our office or hang up the phone. Sign up now for access to more content and to stay up-to-date with our research and financial planning tools. You can read our blog posts here.
Financial Planning Guides - Sign Up Here!
Our premium content includes:
Financial Planning for Entrepreneurs
TSP Portfolio Guide
Executive Compensation Planning
Budgeting for Transitions (like starting a business)
Investment advisory services are offered through Targeted Wealth Solutions, LLC, a registered investment adviser offering advisory services in the State of Colorado and other jurisdictions where registered or exempted. Registration as an investment adviser does not imply a certain level of skill or training.