Fiduciary advisors in Lakewood, CO

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.

Lakewood, Colorado

High Point Financial Group, LLC is an independent financial advisory firm based in Lakewood, Colorado, with an additional office in Windsor. The firm provides financial planning and investment management services with a focus on retirement planning, and serves clients across medical, legal, construction, technology, real estate, and business ownership sectors. Its stated approach involves identifying client objectives through consultation, designing strategies aligned with short- and long-term goals, and conducting ongoing implementation reviews. The firm operates with 11 active partners and a full-time staff.

Lakewood, Colorado

High Point Financial Group is a private wealth management firm based in Lakewood, Colorado with an additional office in Windsor, serving individuals, families, business owners, executives, and those near retirement. The firm provides financial planning and insurance analysis, with a stated focus on understanding client objectives through a three-step approach: identifying goals through listening, designing customized strategies, and implementing with ongoing reviews. Led by 11 active partners and supported by full-time staff, the firm works across industries including medical, legal, construction, technology, and closely-held businesses, and coordinates with clients' other professional advisors on insurance, investment, estate, tax, and business transition matters.

Lakewood, Colorado

IronFjord Wealth Management offers financial planning, investment management, and tax planning services to households with $1 million or more in assets, structured around a flat annual fee and fiduciary arrangement. Founded by James Mayo, who holds CFA, CFP, and Enrolled Agent credentials, the firm coordinates retirement planning, in-house portfolio management using low-cost index funds, and tax strategy as an integrated approach. Client assets are held at independent custodian Altruist, and the firm may coordinate with or refer to external tax preparers for additional tax preparation services. The firm is based in Lakewood, Colorado.

Lakewood, Colorado

Strategic Exit LLC is an investment advisory firm in Lakewood, Colorado. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lakewood, Colorado

WealthClarity is an investment advisory firm in Lakewood, Colorado. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 30 Google reviews.