Set up a complimentary consultation with our office and we'll be happy to run a retirement analysis for you at no charge. There's no commitment required in taking the first step to achieving your retirement goals.

 

Investments

Mutual Funds, ETF's, Stocks, Bonds, REITs, BDCs, 1031 Exchanges

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Education

529 Plans, Coverdell Education,
UTMA/UGMA Accounts


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At Wealth Management Services, It's All About You


As Grand County's most experienced financial advisory firm, located in Fraser, CO, we offer you service that is personal, private, and exclusive.  We honor our commitments to you by providing education, attention, and being helpful in ways you will not find elsewhere:

Advice Based On Your Unique Financial Personality
 
Understanding you is as important as understanding your money. A huge factor in understanding your money is understanding that you MUST plan for your retirement as early in life as you can. No one knows what the future holds, but proper planning for retirement can help to ensure that your later years will be comfortable.
 
With all this in mind, we can:
 

Ryan Weier, Conner Hartman, and Joe Rooyakkers have been serving the Winter Park Fraser Valley and all of Grand County since 2000. Talk to us to find out what Wealth Management Services can do for you.

  • Understanding your goals in life and how you feel about money 
  • Advising you with investing, retirement, estate planning, insurance, and other issues 
  • Developing a financial plan showing what is necessary to fund your goals in life, including retirement planning. 
  • Tailoring your portfolio to your goals and ability to withstand market losses 
  • Monitoring your investments and providing quarterly performance reports 
  • Clarifying everything we do for you—investments, fees, and financial plans 

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