Trilogy Financial Services

Lakewood, Colorado

Insurance-Based

High Point Financial Group is an independent insurance and financial planning firm with offices in Lakewood and Windsor, Colorado, operated by 11 active partners and supporting staff. The firm specializes in insurance analysis and comprehensive financial planning, working with clients across medical, legal, construction, technology, real estate, and other industries to coordinate strategies addressing insurance, investments, estate, tax, and business objectives. The practice employs a three-step approach: listening to understand client goals, designing customized strategies, and implementing plans with ongoing reviews.

Boulder, Colorado

MAI Capital Management is a Boulder-based wealth management firm serving high net worth individuals and families, with a 50-year history of integrated financial advisory services. The firm provides financial planning, investment management, and specialized services including tax planning, insurance coordination, and family office support, structured around a goals-based planning approach and customized portfolio construction. Operating with fiduciary responsibility, MAI offers personalized advice across wealth optimization, business matters, charitable giving strategies, and multi-generational financial decision-making through an in-house team combining boutique service with institutional resources.

Pueblo, Colorado

Life Well Lived Financial Group is an investment advisory firm in Pueblo, Colorado. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Westminster, Colorado

Worth Retirement Advisors, founded in 2008 by Jason Mong, is based in Westminster, Colorado and offers investment management, estate planning, and insurance analysis with a focus on retirement planning. The firm uses a proprietary process to address clients' income, tax, risk tolerance, and healthcare considerations. Services include guidance on retirement timing, Social Security strategy, and IRA conversions, supported by educational materials on retirement taxation.