Colorado Wealth Group - Denver, Colorado

Douglas P.

The folks at Colorado Wealth Group are fantastic. I've had the great privilege of corresponding with Emily, Jacob, Steven and Carter. Not only have all of them demonstrated the utmost professionalism, they have each taken the time to listen, ask questions and ensure they understand my needs so they can genuinely help and act in my best interest. Our interactions have been professional, personable and---I love that I'm saying this---fun! We've had some laughs and that's been really, really nice. I highly, highly recommend the Colorado Wealth Group. They are a group of genuinely good people and it's a pleasure doing business with them. I look forward to more!

Yadeira B.

I've worked with Colorado Wealth Group for the last four years. They has been a dedicated and supportive team. I know that their whole team will do all that they can to answer questions and give me and my family all the information needed to make the best decision for us. The team was so respectful and caring as we worked through estate planning for our mother, so much so that I decided to use them for my own financial planning. I really appreciated their ability to help us through a challenging time, recognize the emotions involved while also making sure we completed the necessary tasks. Jacob, Emily and Matthew have been so responsive. With their focus on family, their use of technology and great customer service, I would recommend this group to any of my friends.

Barb V.

I can't recommend Colorado Wealth Group enough! From the very first consultation, I was blown away by their outstanding customer service and personal attention to every single question I had (and trust me, I had plenty!). Jacob, Emily, Matt & Carter and the entire team are patient, thorough and incredibly knowledgeable. They go above and beyond to make sure you feel heard and understood.

What really sets them apart is how they make you feel like family. Their warmth and professionalism are unmatched, and they take the time to guide you step by step with well-thought-out advice tailored to your financial goals. For the first time, I feel confident and truly trust a financial advisor to have my best interests at heart. I feel fortunate to have Jacob R as mine!

If you're looking for a team that's friendly, professional, and genuinely invested in your success, look no further. I've already recommended Colorado Wealth Group to friends and family and will continue to do so! Thank you CWG for giving me such peace of mind on my wealth journey.

Aaron B.

I am so grateful to have found Colorado Wealth Group and to have the opportunity to work with such a dedicated, thoughtful, and genuinely caring team. When I set out to find the right financial planning group, one of my main priorities was finding a firm that truly values building relationships, not just treating clients as another number on a spreadsheet or a metric to report on for the board. From the very first interaction, I could tell Colorado Wealth Group was different.

What sets them apart is the personal attention and care they put into understanding you - not just your financial foals, but your story, your unique situation, and your values. They don't see you as just a client; they see you as a partner, and they take the time to build a relationship built on trust and respect. They took a genuine interest in understanding my long-term aspirations, my family's needs, and my personal vision for the future. It's clear they are committed to helping achieve those goals with the same level of dedication they would apply to their own loved ones.

The team at Colorado Wealth Group truly listens. They provide tailored financial strategies and advice, but what really stands out is their approachability. They're not just offering cookie-cutter solutions - they're crafting a personalized plan that makes sense for your life. It's evidence that they're not just in it for the short term; they're invested in building a relationship that will stand the test of time. And that, to me, is invaluable.

If you're looking for a financial planning group that treats you more than just a client - and is truly invested in your success and your future - I can't recommend Colorado Wealth Group enough. They're not just helping you navigate finances; they're helping you build a future with confidence, knowing that you have a trusted partner by your side every step of the way. It's rare to find that level of care and commitment, and I feel incredibly fortunate to have found it with them.

James A.

Colorado Wealth Group has been such a pleasure to work with! They came recommended from a friend and have delivered ever since. They have assisted my family, my business, and myself on a broad scope of financial strategy that I have seen payoff and know that it will continue to do so! I have and will continue to recommend people use them for their needs as well! Thanks Jacob, Emily, and crew!

Beth P.

I've been a client of the Colorado Wealth Group for 10 years and recently was reminded of why I absolutely will never take my business elsewhere. This small and mighty office treats EVERY client like they are the number 1 client regardless of portfolio size.

I just used their new service to create my will, a trust, medical and financial power of attorneys. They spent time walking through the entire process with me, ensuring that every question was answered, and that I was comfortable with each step taken as I went thru the documentation process.

The team uses technology extremely well and makes it easy to see how your investments, etc are doing. Year over year, they invest in keeping their business operations and staff up to date on the most recent innovations in wealth management and it really pays dividends as a client.

I love that I am treated as an individual and not shoehorned not a generic plan, the team touches base regularly and updates my plans based on the changes I face in life. Colorado Wealth Group treats everyone like family!

michael M.

I first meet with CWG ten years ago as I started to really think about what I would need to retire comfortably. They did a financial plan for me that has set me up as i move closer to actual retirement. I thought i new it all but there is so much i did not understand tax's, how to handle my pension, what to do about taking social security. Just like you have a doctor for your body's heath, you need a financial planner for your money's health.

Natasha A.

Hands down, Colorado Wealth Group offers the most fantastic level of Customer Service of any Professional we have ever worked with. Everyone is so kind, understanding and proactive. The ways in which they are able to interpret a mess of financial information to deliver one concise plan and vision for our future is truly incredible.The ability to project different scenarios and study various "paths" toward retirement is a game changer. Every single person should be working with CWG to help align their goals and ensure that you are not only reaching goals, but making smart choices along the way to protect assets and maximize returns. The strategic vision and help they provide along every step of the way provides immense value beyond the investment to work with them. And not to mention the returns we have received on our funds that they manage! You cannot lose, only win, when working with CWG!

Many thanks to Steven and his brilliant team!