Colorado Wealth Group

We’ve been virtual clients of Colorado Wealth Group for several years, and they’ve made the experience feel both personal and seamless. Steven, the CEO, is always looking for ways to improve how they serve clients, and it shows in all the little details. Since we began working with CWG they have added 401k management and in-house tax services to their offerings! It just makes sense. As an educator, I appreciate the intentionality behind how they communicate—offering updates in multiple formats (emails, short videos, and guest speakers) that cater to different learning styles and make financial concepts easy to grasp. After each meeting, they send a clear follow-up email summarizing what we discussed, breaking down next steps, and assigning us tasks with deadlines. It’s thoughtful and organized—I can stay fully present during our conversations instead of scrambling to take notes. The whole team is responsive, down-to-earth, and genuinely invested in helping our family reach our goals...even when I call Emily on a Friday afternoon with a big ask. Check out the team on their website. They're as professional and approachable as each team member's pair of photos suggests (roll over the black and white photo to see what I mean). Highly recommend Colorado Wealth Group!

I have been a client of Colorado Wealth group for five years. I am very happy with the service they have provided me over the years. They developed a comprehensive financial plan that has made me feel secure about my future and retirement. In addition to my financial plan they have helped me with estate planning, ensuring I have the proper life and disability insurance. This year they will be assisting me with tax preparation. Over the past few years we have been able to bring in significantly my retirement date based on investments and other decisions that they have recommended. I love their team! They are amazing at communicating and always provide timely responses. They provide a customized service and I feel like they know me, my needs and family really well. I look forward to many more years with them.

Working with Colorado Wealth Group has brought my family such ease of mind. They have made financial planning a conversation rather than a chore. Their team is always thinking and innovating ways to plan for our future and adjust where we are in life to fit our needs. I feel that their team provide provides us value and recommendations that we could not do on our own. Emily has helped us since the beginning and Always provided us with exceptional customer service, and support. You can definitely tell that her skills have scaled to the rest of the team. Thank you CWG team!

Colorado Wealth Group has been an invaluable partner in our family’s financial planning journey. Over the years, they’ve guided us through both ups and downs, always providing thoughtful and reliable advice. Working with them doesn’t feel like using a typical 'financial planning service'—it feels more like having a trusted friend who also happens to be an expert in financial matters. Everyone in their office knows us personally and understands our unique situation. After more than a decade of working together, I can confidently say choosing Colorado Wealth Group was one of the best decisions my family has ever made. I cannot recommend them highly enough. Their team is knowledgeable, approachable, and a genuine pleasure to work with. If you’re considering your options, don’t hesitate—choose Colorado Wealth Group. You’ll see the benefits from your very first meeting, and the value will only grow over time as the relationship deepens.

I'm a new client of the Colorado Wealth Group. After meeting with me a couple of times to understand my financial situation, they created a customized support plan for me. I really appreciated their careful eye that is attuned to my situation and not some stock approach. They have really knowledgeable staff advising me on best ways to plan for retirement, reallocate funds better for savings and how to have a more secure financial future. They have a comprehensive portfolio of services and support. I definitely recommend them and their staff.