Our passion is helping you spend more time on yours.

We serve as our clients’ Chief Investment Officer so they can focus on living their lives unburdened by financial worry.  Our services are integrated as a holistic effort to increase your wealth for today, tomorrow, and future generations.

Case Studies

Our case studies offer insights into how we’ve helped clients focus more on life and less on financial uncertainty.

Case Study: The Young Professionals

Reaching long-term goals depends on building good financial habits.  One-time or ongoing planning can help establish a clear path to your financial future and help eliminate uncertainty as you save for your goals. The Scenario: A prospective client engaged us for some...

Case Study: The (Almost) Retirees Who Aren’t Ready to Slow Down

Preparing for retirement can be a daunting challenge, but careful planning and ongoing engagement help mitigate financial uncertainty as you transition to a new chapter of your life. The Scenario: A husband and wife approached us for investment management services as...

Case Study: The Business Owner

Retirement planning, financing questions, and succession planning can all be big distractions for business owners who need to be focused on running the business. The Scenario: The owner of a family business valued at about $4 million asked us to help stabilize his...

Case Study: An Airline Pilot’s Second Opinion

Even if you currently have an advisor, sometimes a second look can help address frustrations and concerns you may have when it comes to your finances and plans for the future. The Scenario: A 43-year old airline pilot contacted us seeking a portfolio review and...

TWS Featured in the Media

Click on the images below to read more of our published insights!

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.