Tedstrom Wealth Advisors

Tedstrom Team Joins Forces with Merit Financial Advisors Effective March 31, 2022

We are excited to announce a new phase of our company, the merger of Tedstrom Wealth Advisors and Merit Financial Advisors. We anticipate the transition to the Merit platform will be completely seamless. You will still have access to all the same people and information you have now, but with more support on the back end.

Our combined team is dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your friendship, and look forward to serving you for years to come.

We remain committed to personal and professional development, with each member of our growing team holding advanced designation(s) specific to the field of financial planning or investment management. Learn more about our team here or call us at 303.996.6514.

Tedstrom Team Image

Watch The Latest Monthly Market Update Here

Watch here and learn what implications the latest market moves may have on your portfolio, reach out to your wealth advisor for more information or give us a call at 866-637-6949.

Would you like to see more of our recent market updates? Click here!

2022 Mid Year Market Check-In

In this mid year market check-in, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews the performance of…

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Our Services

We never lose sight of what matters to you, and we only spend time on what we can control. Political uncertainty or economic challenges we can't control. We can, however, control how we plan for and respond to all critical life events. Our Wealth Empowerment Process™ has been developed and refined to provide you clarity and help you towards financial independence. Are you on track?

Resources

We’re here to guide you in enhancing and protecting your wealth. Through innovation, we leverage the right tools, resources, and solutions to best serve you. With a wide range of resources focused on financial education and tips, powered by leading-edge technology and cybersecurity, and a robust website with calculators and market updates, we can help you gain further insight into your financial plan.