Why choose Colorado Wealth Group?

 

"We created Colorado Wealth Group with a vision that delivering dependable financial advice can be perfected, and we set out to be the go-to firm for true comprehensive financial planning."  

For more about what make us unique, click the video below to hear from our Founder and Managing Partner, Steven Harp, CFP® ChFC® AIF® CLU® CLTC.

 

More than just a financial plan.

 

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.

 

 

Personal Financial Planning

Investment Management • Financial Planning • Retirement • estate Planning

At CWG, the financial plan leads the way. We serve as consultants to your goals, ensuring successful execution of your plan so you and your family are taken care of.
 

Business Planning

Small-TO-medium-sized business planning
 

We've helped a number of businesses to prepare and execute customized business plans that help secure the bottom line and optimize your most valuable asset.
 

We're in the neighborhood.

 

At Colorado Wealth Group, we believe not all roads to success are paved. We are avid about exploring Colorado's beautiful landscapes, vibrant communities and have a passion for active living. Denver is the perfect hub to not only deliver world-class service, but to experience a quality of life unrivaled anywhere else on Earth.

We take pride in our relaxed but professional atmosphere, so next time you are in "LoHi", stop by and see for yourself.