growing and preserving wealth
We’re fee-only financial advisors who strive to create consistent and tax-efficient retirement income. We help our clients save time, eliminate stress, and enjoy life.
We deliver ongoing, cost-effective value under the fiduciary standard of care and as an ensemble of experts. Do you have a CFP® professional on your team?
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
who we work with
We do our best work with individuals and families who are serious about reducing their taxes, optimizing retirement income, investing smarter, and lowering their advisory fees.
Additionally, we help special needs families plan for their futures, creating comprehensive strategies that protect government benefits while building long-term financial security.
For business owners, we help unlock the wealth of closely-held businesses, accelerate retirement savings, optimize taxes, and plan for exits or successions.
Above all, our clients value expert help because they know retirement and their family's financial security are too important.
Step 1: Exploratory Call
This brief phone call will give us both a chance to make sure your situation matches our expertise.
Step 2: Customized Solution
We provide a proposal that explains how we'll work together to address your immediate needs and plan for long-term financial success.
Step 3: Plan Design and Implementation
We'll work diligently to construct a comprehensive financial plan that will serve as the guiding framework for our recommendations and courses of action. From there, we'll execute a prioritized list of action items to help put the plan into motion.
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 fighter pilots and physicians who leveraged our combat aviation and emergency medicine experiences 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, MBA, CFP®
Co-Founder / Financial Advisor
Mike Whyte, CRPC®
Financial Advisor
Ryan Scheibe, AWMA®
Financial Advisor
Bryan Jepson, MD, CFP®, MSF, ChSNC®
Physician / Financial Advisor / Author
Learn how we can help you
grow and preserve your wealth
General Inquiries:
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.