Not Your Parent’s Financial Plan
Wealth Management for Trail Blazers, Adventurers, and Innovators
Comprehensive wealth solutions that leverage modern financial planning techniques.
Approach your finances with the same growth mindset you apply to the rest of your life.
Whether you’re a visionary, an athlete, or an entrepreneur, you understand: in order to reach the summit of a formidable mountain, you need a vision, a plan, and a powerful follow-through. The same can be said for your finances.
Your wealth has the potential to climb to extraordinary heights when you have the right action plan by your side.
At Four Points Wealth Management, we specialize in crafting personalized, comprehensive financial plans that cater to busy, adventurous, active lifestyles. Our clients, including high-achieving professionals and inspired entrepreneurs, are driven by a desire for wealth creation and financial freedom. That’s what we deliver.
You deserve the life of your dreams. Whether that includes exploring the vibrant offerings of Colorado or embarking on adventures around the globe, our mission is to set you up with a unique, dynamic, comprehensive wealth strategy to ensure your money is always working hard enough so you can play harder.
A Non-Traditional Wealth Management Protocol
Our team of Certified Financial Planners upholds the highest fiduciary standards to ensure that every piece of advice we offer is in your absolute best interest. The Four Points holistic approach to building wealth takes account of your values, money management behaviors, and financial goals.
Wealth Accumulation and Investment Management
Specialized Millennial Financial Planning
Active Retirement Planning
Generational Wealth Creation
Efficient and Effective Tax Planning and Analysis
Building a Roadmap to Financial Independence
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Hear From Our Clients
Mickey J.
We first got with Taylor a little over 6 years ago when I was preparing to retire and my wife had just retired. It has been a great relationship and I think we have kept our investment and perhaps added a little, even after the RMD’s. Taylor is not only our financial guy, but also a friend. We always start our our meetings with how he and his family is doing and how we and our kids and grand kids are doing. It is that kind of relationship that makes me feel good and confident about the financial advice he gives us. Never high pressure but “I have this that I think you might be interested in” approach that I love.
Ruth K.
Taylor has helped me with my Personal Investments and also with my brothers as he has passed. He is always willing to take the time to explain and answer my questions. My two joys are now going to use Taylor as their Advisor
Kay F.
Taylor works with me with my longer term financial goal always in mind. He is my levelheaded advisor who brings the focus back to the strategic financial goal. He welcomes ideas, questions and open to new thoughts. Wealth management can be a very emotional business, but with Taylor on my side. I’m in good hands.
Don H.
Taylor has been managing my account for seven years now. He takes my interests very seriously, he always informs me if we need to make a change and is very good at explaining it so I can understand. I trust Taylor to always do what is in my best interest.
Kent F.
Working with Taylor at Four Points WM is great. We worked together to develop a strategy, and he took care of the details to meet the strategy. He is personable, professional and listens to my needs and goals. My expectations are always met, and financial goals exceeded. I am very pleased!
John C.
Taylor is a top notch investment advisor. He keeps us informed about our investment strategy and options for meeting our goals. He is very intelligent, friendly and a pleasure to work with. Best of all he’s a CU Buff.
Create your family’s Financial roadmap
Accumulate wealth that serves your goals
Thrive in
(and through) retirement
Create generational wealth
NOT YOUR PARENTS’ FINANCIAL PLAN
Financial insights
for Adventurous Lifestyles
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Build Your Roadmap to Financial Freedom
You just need to envision your future — we’ll help lead you
there step-by-personalized-step.