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Top Wealth Advisor

Voted Top Wealth Advisor in Colorado by Advisory HQ

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Kim Curtis on Fox31 News

Interest rate hike interview on Fox31 Denver News

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The Art of Negotiation

Learn how you can negotiate with confidence and ease

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Kim Curtis on MoneyLife Podcast

Kim’s interview with WSJ columnist, Chuck Jaffe

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Money Secrets:
Keys To Smart Investing

Kim’s new bestselling book

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Communication DNA Assessment

Understand your unique communication preferences

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Planning for LIFE Experience™

We design financial plans that bring your goals to fruition—plans that work for your lifetime and beyond– built together, based on your values.

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Intelligent Investing™

The cornerstone of our investment philosophy is a disciplined approach, regardless of market conditions. Our strategy is research-driven and goal-based to engineer your portfolio’s long-term success.

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Educational Opportunities

We can help you gain a confident command of your finances and your future by sharing our expertise, working one-on-one to enhance your financial literacy, your family money dynamics and more. We also offer group workshops.

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Let Us Guide The Way

You’ll find something fresh and highly powerful at Wealth Legacy Institute. We’re not a big box brokerage, nor a typical financial planning firm. We are a nationally recognized independent wealth management firm committed to helping you live the life you imagine and leave the legacy you envision.

We offer an integrated, principle-centered, values-based approach, because life is more than financial statements, estate tax tables and “running the numbers.”

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Take charge of your financial future

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