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 engineers 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, with our values cards exercise and create a custom plan around 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, to live life according to your values

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“Our values cards.”

 

Our Services

 

 

Finances affect every aspect of a divorce, so gaining accurate financial advice is essential for successfully navigating this process. We specialize in advising clients in dividing financial assets and liabilities in an equitable way, which is not always 50/50.

Establishing a plan to account for your wishes before and after you go can bring peace of mind to you and your loved ones. We will design a plan to ensure that your resources align with your deepest values.  

Financial planning is a highly individualized, ongoing process, to help reduce your stress about money. We take a comprehensive look at your financial picture to create strategies and advise you on how to achieve your financial goals.  

We use leading scientific theory to assess how much risk you currently have, and we make proposals to build a portfolio with the exact amount of risk you should take on to reach your goals.  

Retirement planning is the process you put in place to maintain your finances after you leave the workforce. We align your values and retirement dreams with appropriate resources. We create financial strategies to help you make smarter decisions and give you peace of mind. 

It’s said that only two things are certain in life: Death… and taxes! With Prudent planning and foresight, there’s a lot you can do to minimize your tax bill now and in the future. A well-planned tax strategy can yield great benefits, but only if it is done reviewed and updated every year.  

Our Services

Our Team

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

Blogs

Paul Caylor |
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With the rise in popularity of financial planning robo-advisors, many experts predicted the beginning of the end for financial advisors. But as many investors are starting to see, there are distinct advantages to speaking with a live person when determining just how you should invest your money.
Paul Caylor |
Categories
If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo-advisors are also available to help you with your savings goals, they are best suited for those just starting out or for those with limited funds to invest. But if you want solid, professional advice on where you should put your money, a financial advisor can be the answer...

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