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Call us at 303-221-4867 for a free consultation

Financially Stable Couple in Backyard Sound advice based on trust and commitment.

Not commissions.
Transitions Wealth Management Slide 2 Don’t just hope
you’ll retire well.

Let us build you a roadmap.
Transitions Wealth Management Slide 3 We’re large enough to serve you.

Small enough to know you.
Transitions Wealth Management Slide 4 Whatever your happily ever after looks like.

We’ll help you get there.
I need advice on how I can benefit more from my business > Wealth management tailored to your life transitions Retirement and financial planning services that put your needs first. I need help with asset management and retirement planning > I need assistance with personal finances and kids college funding > Arrow

Sound advice based on trust and commitment.

Not commissions

Don’t just hope you’ll retire well.

Let us build you a roadmap.

We’re large enough to serve you.

Small enough to know you.

Whatever your happily ever after looks like.

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.

TWM Team Photo Final

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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Find out the top blunders investors make and how to avoid them. You’ll be surprised how familiar these are.