growing and preserving wealth

Fee-only financial advisors helping clients save time, eliminate stress, and enjoy life.

Complimentary Initial Consult

It’s time to stop paying high advisor fees.  We deliver ongoing, cost-effective value under the fiduciary standard of care.

We actively partner with our clients to build dynamic and robust financial plans that work alongside our investment management solutions.  The result is a relationship that helps you tackle whatever life brings your way and gives you confidence about meeting your financial goals.

Our services span across personal, business, and generational wealth management, and are customized to meet the needs of our clients.  We don’t sell products and we don’t collect commissions — our fees are earned by the services we provide directly to clients.

Whether you’re just beginning to save for the future or enjoying your golden years, we can help grow and preserve your wealth. 

 

a true financial partner

Financial Planning and Investment Management for Entrepreneurs

our services

From one-time comprehensive financial planning and consulting to ongoing portfolio management and advice, we can build a custom service package to meet your needs.

 

 

 

Personal Finances

  • Financial Planning
  • Life Transitions
  • Military Finance
  • Physician and Dentist Finance
  • Airline Pilot Finance
  • Estate Planning
  • Education Planning
  • Family Wealth and Legacy Planning
  • Asset Protection
  • Retirement Planning
  • Company Stock Options and RSUs
  • Income Protection
  • Insurance Selection
  • Tax Optimization Strategies

Business Finances

  • Business Retirement Plans
  • Sale and Liquidity Planning
  • Succession Planning
  • Growth Planning
  • Equity Compensation

Investments

  • Portfolio Management
  • Investment Research
  • Portfolio Analysis
  • Public Markets
  • Private Markets
  • Real Estate
  • Alternatives

Education

  • Market Insights
  • Cryptocurrency
  • Family Wealth Education

get clarity on your finances and your fees

Schedule a quick introductory call with us to learn how we can help you plan for the future, reduce stress, and free up your time to concentrate on what matters most.

Whether you’re starting at the beginning of your financial journey or simply looking to improve your financial plan and lower your advisory fees, our introductory consult call is the perfect first step.

Our advisors

We’re former United States Air Force fighter pilots who left combat aviation to build a better financial advisory firm.  We work as an ensemble to overcome echo chambers, biases, and siloed approaches to wealth management.  Learn more about us below.

Brandon LaValley, MPAS™

Co-Founder / Financial Advisor

Aaron Milledge

Co-Founder / Financial Advisor

Mike Whyte

Financial Advisor

Ryan Scheibe

Financial Advisor

Learn how we can help you
grow and preserve your wealth

Targeted Wealth Solutions

Colorado Springs, Colorado

Serving clients nationwide

Main Office:

303-800-8179

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.