Your Finances. Your Family. Your Future.
We're here to help!
720-366-9514
Your Financial Future
Our Expertise:
Personalized Financial Planning
Customized financial planning and investment solutions to help you achieve your dreams!
A modern approach for a modern era...
Wealth Management is a service that encapsulates many things. Unfortunately, most wealth management firms are focused on practice optimization and portfolio efficiency. We believe there is a better way!
You deserve more than a generic asset allocation and an annual meeting where you fill out an online calculator. We focus on personalization, not practice optimization. We personalize every part of the client experience from how frequently you'd like to meet to the type of content you want us sending you. Modern Wealth Management is personalized, customized, and most importantly... unique to your family. Explore more about our Engagement Approach, Provided Services, & Planning Process.
Questions that are top of mind for prospective clients.
Throughout your experience as a client at PWM we'll be addressing the questions below and more. Proper financial preparation requires addressing a lot of different elements. To name just a few we'll discuss health insurance in retirement, how we'll handle a major medical event, and how your financial framework is affected by taxes; but the three questions listed below are typically top of mind for clients searching for a Financial Advisor. We're not going to force you into a meeting to see how we approach addressing these concerns.
Will we run out of money?
Everything starts with planning...
Every client of PWM will go through the financial planning process. This is the foundation for our decision making. We'll develop a vision of what your family's financial future looks like, and then we'll analyze what potential pitfalls could prevent that dream from becoming a reality. Think of the financial plan as our compass. We'll always come back to it to make sure we're headed in the right direction and when the obstacles life throws at us pop up we'll use it to get back on track.
What if we have another 2008 crisis?
Strategic Financial Framework
If you're within 10 years of retirement this is a major concern! We believe this risk can be managed by creating a customized financial framework. This framework is based on your family's spending figures we developed in our planning process. Each client in our Strategically Personalized Framework (SPF) has three different portfolios structured to address this very question. Your portfolio needs to match your risk tolerance as well as your spending. Money that will pay bills this year should be invested very differently from money that will pay bills in 15 years.
How do we create our own paycheck?
Flexible Income is Key!
Allowing the stock market to dictate your income can set your family up for a pay cut. No, we're not talking about annuities. We're talking about being able to source your income from various asset classes & investment types so that you have the flexibility to keep funding the life you planned to enjoy! Structuring your income and investments in the right way means you won't have to worry about an irrational market just to keep the lights on.
Your path to financial security starts here!
1745 Shea Center Drive #459
Highlands Ranch, CO, 80129
720-366-9514