Wealth Management Services

CONNECT

Address:

511 Zerex St. Unit B-209-B
Fraser, CO 80442

Phone:

(970) 726-3135

Fax/Other:

(970) 726-3139

Our Services

Education Is Your Key To Success

At Wealth Management Services, located in Fraser, CO, our education-oriented process empowers you to achieve long-term financial security. You get peace of mind from understanding the financial planning process, and then we coach you on the best ways to get from where you are today to where you want to go, while avoiding potential distractions along the way.

One way to simplify your life is by reducing your anxiety about finances. We take the time to get to know you and to make sure you get to know us, so that we can work together to achieve your personal financial goals.  The result is a happier, healthier lifestyle for you and your family.

Financial Planning

The foundation of your financial security is the financial plan.  Wealth Management Services will help design a plan that incorporates retirement strategies, estate conservation, college planning, and your other financial objectives.  We will:

  • Get to know you and your family and what's important to you
  • Help you identify and prioritize your long-term goals, focusing on retirement
  • Clarify the vision you have for your future—your lifestyle, where you'll live, and how much it will cost
  • Forecasting portfolio growth with agreed-upon risk assumptions and realistic investment returns
  • Model different scenarios to show how different decisions—such as retiring later or working part-time—can impact your nest egg
  • Help you make the best decisions to fit your current situation and long-term expectations

Investments, Insurance, and Annuities

At Wealth Management Services, we make investment recommendations and manage your portfolio on an ongoing basis. We will put together the proper investments and other financial vehicles to help ensure your portfolio will give you the performance called for in your financial plan and in accordance with your lifestyle goals and tolerance for risk. But wealth management doesn't stop there. We offer expert advice on related concerns, such as protecting your loved ones with insurance, charitable-giving techniques, and estate planning.

 


The investment plan will include:

  • Objectives based on your investment goals
  • Customized asset allocation around your objectives, including taxes and risk-adjusted returns
  • Ongoing portfolio review and rebalancing
  • Constant communication through quarterly reports and regularly scheduled meetings
  • Insurance from top-rated companies

Wealth Management Services also works closely with your accountant and estate planning attorney to ensure all of your financial goals are covered and your advisors are working together.  If a professional resource is needed,  we have relationships with a network of specialists outside our firm—attorneys who can draft documents, CPAs who can assist with tax matters, and others.

This is what comprehensive financial planning is all about.  And this is what you can expect when you work with Wealth Management Services.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck