why we’re different
Creating wealth management solutions as dynamic as YOU are.
Four Points Wealth Management is founded on a holistic approach to building and achieving financial freedom. We’ve adapted the old model of investing to incorporate technological advancements, behavior models, and money psychology.
This isn’t your parent’s financial plan. It’s built specifically for you—catered to your interests and your individual needs.
Whether you’re preparing to attack the summit of a Colorado 14er, building an entrepreneurial empire, or have your sights set on globe-trotting through retirement, our team of Certified Financial Planners will build a comprehensive financial plan to meet you exactly where you are.
8 Strategies to Increase
Financial Vitality
Take stock of your financial health and view a proven roadmap to accelerate your wealth by downloading our FREE guide.
The Four Points Wealth Model
The Four Points Mindful Wealth™ approach is centered
on a similar philosophy as a physical fitness plan.
- Discipline and Consistency: we understand that progress is a result of time and effort.
- Setting Achievable Goals: we stay motivated when we consistently hit our targets.
- Long-term Perspective: we expect our results to last a lifetime.
- Risk Management: we uphold a fiduciary relationship to ensure we always put your best financial interests first.
- Patience and Resilience: we expect or progress to be non-linear and have the resilience to stay committed.
What We Provide
Financial Planning
CLARITY AND INSPIRATION
Create your financial road map and bring your finances into sharp focus. Dream big and see how Four Points Wealth can put you on track to reach your financial summit.
Investment Management
Lean on experts
Customize your investment management strategy to help you along in your financial
journey. Four Points Wealth integrates a goals-based investment solutions so you don’t stray from your financial true north.
Retirement Planning
Delight in your golden years
Whether retirement is years away or just around the corner, there are crucial steps to
take to ensure you can let you adventurous spirit thrive and leave your financial concerns behind. Four Points Wealth can help you create retirement income, plan for
Social Security, and overcome nearly any hurdle that gets in the way of you and
retirement.
tax planning
Pay Strategically
While paying taxes are inevitable, its wise to keep them as low as possible. The IRS won’t send you a thank you card for overpaying. Four Points Wealth takes a proactive approach to tax planning to manage surprises
Risk Management
Protect yourself
Just as in rock climbing you always complete a safety check, it pays to check your financial risk to ensure you’re financially protected from unexpected events. Take care of what matters most and protecting those who you love can save from many financial hardships.
Legacy Planing
leave joy for generations
Like being good stewards of the land allows generations of people to enjoy the outdoors
like you have, your wealth should allow you to set up the next generation to succeed
personally and financially. Create a plan to ensure your money, values, and stories are
passed the next generation as you intended
take your First Step Toward
Financial freedom
Contact Our Team at Four Points Wealth Today
The start of any new endeavor requires a simple first step. Let our team map out the rest of the trail for you. It all starts with a free 15-minute introductory call.