Not commissions.
you’ll retire well.
Let us build you a roadmap.
Small enough to know you.
We’ll help you get there.
Wealth management tailored to your life transitions
Retirement and financial planning services that put your needs first.
Transitions was founded in 1999 in Colorado. We are a registered advisory firm with a focus on full-service wealth planning.
Our mission is to turn your dreams into reality
The right financial plan doesn’t start with charts and graphs. It starts with your unique goals and aspirations. Transitions Wealth Management is a fee-only wealth management firm with decades of experience working with investors just like you. As fiduciaries, we help you make wise, evidence-based financial decisions. We work harder so you can live better.
“We do what’s right even when no one is looking.”
Our reputation as trusted advisors means the world to us. We take pride in playing an active role in the community and being personally invested in your success. Whenever we meet, we listen closely to your needs and respond in the most helpful way possible. We never lose site of our most important mission – doing right by you.
Our Services
Most financial advisors earn their income through commissions. That means they don’t always put their clients’ interests first. As fiduciaries, we are bound by law to keep your best interests front and center. Not taking commissions from product sales gives you assurance that we will always provide completely objective advice.
Need advice?
How we can help?
We are a full-service, fiduciary wealth management firm. Our end-to-end wealth management services include:
Investment Management
We allocate your assets across a diverse, risk-appropriate investment portfolio based on your financial goals.
Retirement Planning
We determine how much you will need to sustain your desired lifestyle and define strategies to help you get there.
Education Planning
We assist you with college savings plans, funding strategies and financial aid applications.
Personal Financial Planning
We help you plan based on your day-to-day needs, major purchase goals, and life events such as a new job, kids’ college or grandchildren.
Insurance Planning
We audit your existing coverage and help put together an insurance plan that both protects you and makes sense.
Tax Planning
We help structure your finances so you aren’t overburdened by taxes – now or in the future.
Wealth Transfer Planning
We provide a multi-generational snapshot with financial modeling, tax considerations and action plans.
Business Planning
We advise you on cash flow, succession planning, retirement plan design and whatever else you need help with.
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