Colorado Wealth Group LLC

Financial Planning

Colorado Wealth Group is more than a wealth management and financial planning firm. We are passionate about helping people, and at our core we understand that personal finance is a journey beyond spreadsheets and market analytics. You are unique, so why shouldn't your plan be?

We consult with you to prepare for and implement life-changing solutions that deliver customized, meaningful results. Read more

5 recommendations

  •  
    Buddy Gregory

    Shared on goo.gl

    ... They have exceeded our expectations with in-depth analysis of all our finances, retirement and insurance needs. Above all, they provide top notch and very personalized customer service which I think is hard to find these days. I highly recommend Colorado Wealth Group to anyone whether they are just starting their career or approaching retirement.

    Original recommendation
  •  
    Jenna Berríos

    Shared on goo.gl

    Great facility, great people-- comfortable and trust-worthy environment and we're always greeted with a glass of wine!

    Original recommendation
  •  
    lauren simoneaux

    Shared on goo.gl

    My husband and I were referred to Colorado Wealth Group by a friend and it has been our best financial decision. We have been amazed by how in depth our plan went and how easy everyone at Colorado Wealth Group made the process.

    Our experience with John, Steve, Jacob and Wynona was personalized, detailed and perfect for us. We recommend highly.

    Original recommendation
  •  
    Verena V.

    Shared on thumbtack.com

    Steven Harp is amazing. He really Takes the time to learn your financial need sand I couldn't recommend a better one

    Original recommendation
  •  
    Barbara T.

    Shared on thumbtack.com

    ... We have found that Steve is a true professional, he has acquired the relevant expertise, education and experience to represent anyone in either calm or turbulent financial markets. Steve has the "vision" required to provide his clients with the relevant service custom tailored to meet their unique individual needs. Barbara, my wife and I highly recommend Steve, he is a rare find in a highly competitive business environment. We maintain absolute trust in his advice. Les and Barbara Trujillo Brighton, Colorado

    Original recommendation