CO · Glenwood Springs

Fiduciary advisors in Glenwood Springs, CO

1 advisor with offices in Glenwood Springs. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Glenwood Springs

Systematic Wealth Management

Fiduciary

Glenwood Springs, Colorado

CFP

Fee-Only

Investment Management Wealth Management

Systematic Wealth Management is a fee-only fiduciary firm based in Glenwood Springs, Colorado, serving high-net-worth clients across Western Colorado and beyond. The firm's President and CEO, Gus Jepsen (CFP), brings over 15 years of experience in wealth management and offers financial planning, investment management, and tax planning services. The firm takes a comprehensive approach that integrates retirement, education, legacy, and tax considerations, with particular expertise in areas such as concentrated stock positions, equity compensation, and digital assets. Client relationships begin with detailed discovery conversations, followed by ongoing quarterly meetings and a fee-only structure with no product commissions.

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Financial advisors in Glenwood Springs, Colorado

Advisors serving Glenwood Springs specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Colorado's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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