Before consulting with Colorado Wealth Group, many of our clients were managing their own financial plan or investment strategy. We realize that there are many "do it yourself" options for investing, however when it comes to finding comprehensive knowledge and expertise it may become challenging.
A recent study by Vanguard quantifies the value of best practices in wealth management. The research attributed advisors a value add of about 3%, with much of that coming from the behavioral coaching and withdrawal and tax management advice offered by a professional. Please click the link below to download the study for yourself, and see why Colorado Wealth Group could be the solution you've been looking for.