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Colorado Wealth Group

  1. Highland
  2. Colorado Finance

Reviews, get directions and contact details for Colorado Wealth Group

Colorado Wealth Group

About

Colorado Wealth Group is a collaboration of financial planners with a common mission: to be the premier destination for comprehensive financial planning.

Story

Colorado Wealth Group is more than a wealth management and financial planning firm. At our core we understand that personal finance is a journey beyond algorithms, spreadsheets and market analytics. Your finances are personal and ever-changing. We work with you to help you plan for and implement priorities into actionable results that deliver life-changing solutions.

Colorado Wealth Group is a collaboration of unique industry talent that is here to help you focus on your financial objectives. In 2016, Steven Harp and his partner Chris Barker founded Colorado Wealth Group with a vision to deliver nothing but value and excellence to their clients – in exceptional customer service, premier access to resources and technology, and ultimate expertise in our craft of financial planning.

Address: 2930 Umatilla St #201, Denver, CO 80211, USA
Phone: (720) 729-2500
moc.puorghtlaewodaroloc@prahs
State: Colorado
Zip Code: 80211


Opening Hours

Monday: 7:30 AM – 5:00 PM
Tuesday: 7:30 AM – 5:00 PM
Wednesday: 7:30 AM – 5:00 PM
Thursday: 7:30 AM – 5:00 PM
Friday: 7:30 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews
These guys are the best! I spent about three months interviewing financial planners and after an exhaustive search I'm so glad I found Colorado Wealth Group. IMO what separates them is they customize a plan that fits your specific needs more so than the other big box firms I talked to. They use some advanced analytical modeling that I had not seen at their competitors and it's clear that they really have your best interest in mind. Once you spend some time with them it's easy to see they are the real deal, and some of the smartest guys I've come across. Cannot recommend them enough!
7 years ago (17-01-2018)
I am very thankful to have found the Colorado Wealth Group. After a thorough initial consultation, we firstly identified a number of pressing concerns. During my follow up consultation with Steven, all my concerns were alleviated. I now have protection for my family and business. Secondly, we are creating a long term strategy that will be systematized and seamless. I would highly recommend a consultation with the Colorado Wealth group if you have any financial planning needs.
7 years ago (09-01-2018)
We've been working with Steven Harp, Jacob and his team since 2015. They have been great working with us. Though we're out of state, they always accommodate and are available for us in our time zone. They come prepared to meetings with a plan every time and work hard for us to make sure we understand what goals will be best for us. I feel like I'm working with a team that cares about us and our goals and is skilled enough to help us make them happen.
7 years ago (28-01-2018)
From the first meeting we had with the Colorado Wealth Group we could already tell they were different from the rest. We work with Jack McCaddon and together with the team, he is exceptional and beyond our expectations. They're knowledgeable, efficient, and timely in everything they do. They're not the cookie cutter type, everything is tailored to your specific needs, wants, and goals. We love working with them and are so glad we found them for our financial planning. I would HIGHLY recommend the Colorado Wealth Group!
7 years ago (13-01-2018)
I've been working with Steve for the past 4 years. I was hesitant to work with any financial planner at first, but over time, I've come to trust Steve and his team without reservation. I have witnessed firsthand how their tailored plan, put in to action has gained me a diversified portfolio and a huge amount of flexibility in my investments. Steve and his team are responsive and constantly keeping my investment strategy fluid as both my goals/needs and the market change. I'd highly recommend Steve to anyone looking for a financial advisor, he is a true professional.
7 years ago (09-01-2018)
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