wealth management for
your active lifestyle and
Advisor-Driven, Technology Enabled Dynamic Wealth Solutions
THE GPS ON YOUR ROAD TO FINANCIAL SUCCESS
To reach the summit of a formidable mountain, you’ll need a vision, plan, and solid execution.
Too many people take a passive attitude in reaching their financial goals and live in fear of the world around them; our approach is not for them. We prefer to partner with passionate individuals who have the grit needed to achieve ambitious financial goals. Four Points Wealth Management clients live active lifestyles and are driven by an adventurous spirit. They are current and former high-achieving professionals and inspired entrepreneurs who pursue growth and aspire to new heights.
Our mission at Four Points Wealth is to create tailor-made plans for people committed to pursuing the type of active lifestyle that is only achievable through financial freedom. Our client’s desire to live freely and explore all that Colorado — and the world — have to offer is what drives us. As your financial partner, we’re here to help provide wealth-building solutions that empower you to focus on what matters most and live an inspired life without the stress of financial restraints. Are you ready to drop the stress of financial burdens and start living the life you’ve always dreamed of?
Goals-based Investment Management
To create a lucrative investment strategy, we need to understand your whole financial picture. When we know this, we can execute a practical investment strategy to achieve your long-term goals without sacrificing your short-term ambitions. Four Points Wealth has a robust suite of investment solutions that will get you where you want to be
Efficient and effective tax planning
A silent killer of your financial goals is ineffective tax planning that puts a strain on your investment returns and reduces your financials. Four Points Wealth takes a proactive approach to tax planning to help mitigate taxes in retirement, create efficient investment portfolios, and help you plan for future tax events.
Create your vision of financial success
Your idea of financial success relies on the right pieces coming together. The Four Points Wealth approach helps you identify your goals, creates a plan for success, guides you on how to execute the plan, and ultimately celebrates your financial successes!
Working with a CFP® Professional
When it comes to planning for a stable financial future, it’s all about partnering with an advisor who is committed to putting your interests first. As a Certified Financial Planner®, Taylor Leary will help you create a financial plan that’s as dynamic as your life.
WE EMPOWER YOU TO LIVE YOUR BEST LIFE
Most traditional advisors are not trained to catapult their clients to success by teaching financial behavior adjustment. Taylor’s non-traditional Mindful Wealth protocol is like a workout to build financial vitality, freeing up your time and energy.
You’ll walk out of our complementary consultation armed with a newfound financial clarity that will accompany you through our personalized planning and management journey until you reach your financial and lifestyle destination.
A Decade of Dedication — Lifestyle Success Stories:
Create your family’s Financial roadmap
Accumulate wealth that serves your goals
(and through) retirement
Create generational wealth
NOT YOUR PARENTS’ FINANCIAL PLAN
When I first started my financial advisor career, I was faced with a daunting task — helping a generation of investors recover from the greatest financial catastrophe since the Great Depression. It was 2009, and I was beginning to see how investor behavior created disastrous outcomes. People were fearful, skeptical, and outright afraid of investing.
I honed my approach to wealth management by watching and learning from large investment institutions, smaller financial management firms, and veteran advisors, but when I decided to pioneer Four Points Wealth Management, I wanted to take a different approach to financial planning and investment management. Instead of applying old school or traditional thinking, I applied a modern twist to wealth management — leveraging technology and integrating modern personal finance techniques. Four Points Wealth’s truly fiduciary approach to financial services gives all of our clients the confidence that they are getting the most value for their money.
for Adventurous Lifestyles
The Sandwich Generation: How to navigate the financial challenges of caring for aging parents and a growing family.
The Sandwich Generation represents the people who are in a season of life where they find themselves squeezed between caring for their children and aging parents. Here’s how to plan for this time in your life from a financial standpoint.
When it comes to managing personal finances, there are three distinct layers or orders that play a crucial role in shaping our financial well-being. Understanding these layers empowers us to make smarter decisions, take control of our lives, and secure a brighter financial future.
However sparkly and shiny the advancement of AI is in personal finance; it poses some serious shortcomings and doesn’t account for the value of a human connection.
your Your Mindful WealthTM
journey begins here
You just need to envision your future — we’ll help lead you