Financial Advisors and Wealth Management in Greenwood Village, CO
Greenwood Village, CO
8490 E. Crescent Pkwy.
Suite 110
Greenwood Village, CO 80111
Phone: 303.534.9328
Fax: 720.492.1318
Colorado Springs, CO
90 S Cascade Ave.
Suite 1130
Colorado Springs, CO 80903
Phone: 719.359.9450
Financial Services Offered in Colorado
At Merit Financial Advisors in Colorado, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.
- Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
- Tax planning/strategies
- Retirement Planning
- Life Transitions
- Charitable Giving
- Risk Management
- Wealth Protection
- Insurance gap analysis
- Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
- Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
- Retirement Services for Employers
Our Team
Kate Redden
Regional Director, Partner
Thomas Williams
Wealth Manager
Chad Stevens
Wealth Manager
Danielle Bonilla
Regional Operations Director
Kunal Patel
Wealth Manager
Ashley Shaw
Client Development Manager
Claire Swierczek
Client Service Associate
Taja Werner
Client Service Manager
Barbie Cottrell
Branch Operations Administrator
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.