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What You Can Expect

Our comprehensive approach is demonstrated in our expectations of ourselves as a firm and of you as clients:

From Wealth Management Associates of Colorado, you may always expect

  • Confidentiality
  • Respect
  • A non-judgmental attitude
  • Transparency
  • Advice based on principles
  • Service that exceeds your expectations
  • Independent fiduciary responsibility as a CFP

In turn, from clients we expect

  • Willingness to share and fully disclose
  • Openness to education
  • Timely responsiveness
  • Availability and willingness to discuss changes
  • To be consulted for our opinion
  • To be kept informed

Why Choose a Certified Financial Planner™?

CFP® certification is the standard of excellence among financial planners. Only those who have fulfilled the certification and renewal requirements of CFP® Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism.