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Our Approach and Process

We utilize a customized approach and a consultative process to provide client-centric financial solutions.


We approach new relationships with open minds and ears.  It is our job to listen and to understand what is most important to you, so that we may craft a personalized plan and solution.  Client needs define the scope of engagement of our services.  


Common areas of financial concern for individuals, families and businesses dictate the use of a disciplined planning process.  We utilize a clear, thorough and transparent six-step planning process to govern our client engagements.


From Wealth Management Associates of Colorado you may always expect

  • Confidentiality
  • Respect
  • A non-judgmental attitude
  • Transparency
  • Advice based on principles
  • Service and communication that is defined and upheld

In turn, from our clients we expect

  • Willingness to share and disclose
  • Openness to education
  • Timely responsiveness
  • Availability and willingness to discuss changes
  • To be consulted for our opinion as a primary advisor