Advisory Group of The Rockies offers advisory services for motivated, affluent clients who are actively pursuing their dreams. We provide specialized wealth management to families and individuals who are concerned with growing, preserving, and transferring their wealth. Our extensive knowledge of investments, taxes, insurance, financial planning, and legacy planning allow us to partner with you to reach the summit of your personal financial life, wherever that may be.
We primarily serve these clients.
Sometimes referred to as HENRYs (high earners, not rich yet), you may be an asset accumulator if you are currently working and saving, are hoping to better organize your finances, understand the issues you face, and establish long-term strategies to help you achieve your goals. We serve as a guide to help you save and plan for the future, while still enjoying all that life has to offer today.
Are you five years or less away from retirement? As you approach the next chapter of your life, you have successfully accumulated assets and must now begin shifting your focus from saving to spending in retirement. We can help you develop, implement, and execute a strategy to transition into living out your retirement goals. This includes establishing an annual spending plan, making plans to provide for your loved ones, and ensuring your vision is continuously refined to reflect any new desires that may surface.
You have achieved your retirement lifestyle goals and now wish to leave a tax-efficient legacy for the people and causes that matter most to you. We aim to integrate a specialized range of solutions to help preserve your wealth and optimize assets you designate for heirs. Our goal is to assist you in creating a lasting intergenerational impact.
Perhaps you’re not willing to completely hand over the reins of your financial life. Maybe you’d like to continue managing your own investments, but could use a bit of planning advice to complement your investment strategies. No problem! We can support you with custom advice complementing your current strategies and positioning you to achieve your short- and long-term goals.