How do I get started?
What Does It Mean to Be an Ideal Client?
- Please get to Know Us.
Use the form below to schedule an introductory call. In this conversation, we’ll take the time to understand your current situation and explore how we can best assist you.
- Dive Deeper
- Your current financial situation
- Your goals and timeline
- How we can help you achieve your desired outcomes
If you choose to move forward with us, we’ll also formalize our partnership by completing the necessary paperwork together.
- Create Your Custom Plan
Once we’ve gathered all the details, we’ll craft a personalized plan tailored to your:
- Goals and timeline
- Risk tolerance
- Core values
- Review and Implement Your Plan
Once you approve the plan, we’ll initiate it and schedule regular check-ins to ensure you stay on track toward your goals.
What Types of Clients Does Wealthman Serve?
While our services may not fit every wealth management need, we’ve designed our approach to provide exceptional value to a select group of clients.
We work best with clients who are:
- Approaching or in retirement
- Navigating a life transition (such as inheritance, divorce, business sale, or loss of a loved one)
- Professionals or business owners
If you need assistance with any of the following, we’re here to help:
- Financial planning
- Retirement income planning
- Investment management
- Asset protection
- Tax planning
- Estate planning
- Charitable giving
- Funding education for children or grandchildren
Why Do I Need a Financial Advisor?
Many people turn to a financial advisor for valuable support, especially during life’s major transitions. Here’s how an advisor can make a difference:
- Guidance Through Life Transitions: Whether you’re buying a home, receiving an inheritance, getting married, starting a business, or caring for an aging parent, a financial advisor can help you navigate complex financial decisions.
- Support During Challenging Times: Events like divorce or the loss of a loved one can complicate your financial life. An advisor provides stability and strategic advice when you need it most.
- Continuity for Your Family’s Financial Future: An advisory firm ensures your family’s financial well-being, stepping in with continuity and guidance if your primary financial decision-maker is no longer able to do so.
- Objective and Experienced Perspective: Just as top athletes benefit from coaching, an advisor offers objective insights, sound investment management, and behavioral coaching to keep you focused on your long-term goals.
- Collaborative Planning: Financial advisors often work closely with your estate planning and tax professionals, creating a unified strategy to help safeguard and grow your wealth.
How Much Does It Cost to Work with Us?
As a fee-only advisory firm, we earn no commissions, ensuring our focus remains on acting in your best interest as a fiduciary.
Our fee structure is as follows:
Assets Managed
First $500,000
Next $500,000
Next $1,500,000
Over $2,500,000
Fee
1.25%
1.00%
0.75%
0.50%
To receive an estimate tailored to your needs, fill out the form at the bottom of this page, and we’ll be in touch soon.
What is a Custodian?
A custodian is a financial institution that securely holds investor assets, primarily stocks, to ensure their safety. As an advisory firm, Wealthman does not hold your assets directly; instead, they are managed by reputable custodians (primarily Charles Schwab), and you can access real-time account information through their online platforms.
What is a Fiduciary?
As an SEC Registered Investment Advisor under the Investment Advisers Act of 1940, Wealthman has a fiduciary duty to act solely in the best interest of our clients. Unlike some financial professionals, we prioritize your interests above all else—a commitment we believe should be the industry standard.
Do You Have a Minimum for Investable Assets Under Management?
Our minimum for investable assets under management (AUM) is generally $1 million, with our average client managing around $2.5 million. While our services may not fit every wealth management need, our approach is tailored for clients seeking a superior solution to complex financial goals. Even if you don’t meet our minimums, we’re always here to offer guidance and answer your questions.
Digital Tools Keep You on Track
- See all your money in one place, anytime, anywhere.
- Securely share and view financial reports and documents.
- Access your advisor to ask a question or easily schedule a call.
Already a client?
Is It Time to Simplify and Strengthen Your Financial Future?
Fill out the form below and we’ll be in touch to schedule an introductory call.
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WEALTH MAN
1371 East Hecla Dr., #A
Louisville, CO 80027
303.926.0100
800.298.9081
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