Who We Are

At Prudent Wealth, we are an independent financial firm based in Fort Collins, Colorado, a vibrant town overlooking snow-capped mountains, idyllic lakes and clear-running rivers and our unique setting is important to our firm’s identity. It fosters a desire to appreciate life and nature, and our work opens opportunities for clients to enjoy life more fully.

We serve clients in all stages of their life. Most people seek us out when they are considering a life transition. We want to help others pursue a joyful life and those who want to improve their financial lives. We specialize in breaking down complicated strategies and concepts into easily understood concepts, adapting our services to the specific needs of each client. We truly love to serve.

Why Us

 

We help you identify your values and dreams and create a custom plan to achieve them. We utilize strategies to avoid financial pitfalls. Through our experience, wisdom, and resources, we will help you on your journey to get where you want to be.

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“Our blended family.”

Our Services

Our Team

We provide planning and investment management services for individuals and families.

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FAQ

Q

Do I need a certain amount of money to work with you?

Unlike many financial advisors, you do not have to have a certain amount of investable assets to work with us. We want to be able to help you at any stage of your life and know that you may not have any current savings or investments outside of your employer sponsored plan.

Q

Who is NOT a good fit for Prudent Wealth?

Anyone who thinks we can beat the market or predict the future. Anyone who doesn’t want to be proactive in planning. Anyone who believes they can do it on their own without any help. Anyone who doesn’t see the value in what we offer.

Q

Is there a fee for an initial meeting with you?

No. Our introductory phone meeting and initial planning meeting are complimentary. We want you to see exactly how we can offer value and improve your financial plan before you agree to pay us a penny