Wealth Legacy Institute has been ranked a Best Financial Advisor in Colorado for the third year in a row-- we are thrilled. Learn more about Advisory HQ here. Our review is listed below:
Wealth Legacy Institute Review
As a nationally recognized independent wealth management firm in Colorado, Wealth Legacy Institute was founded on the philosophy that long-term, collaborative, and fiduciary relationships with clients is the key to ultimate financial success.
Wealth Legacy Institute is not a “big box brokerage, nor a typical financial planning firm.” As a fee-only fiduciary, this top Colorado wealth management firm’s advisors bring a uniquely integrated, principle-centered, values-based approach to wealth management.
Wealth Legacy Institute was founded by Kimberly Curtis. Kim’s pioneering work in developing a personalized client-centric planning model was the cornerstone of Wealth Legacy Institute’s holistic and highly successful approach to financial planning and wealth advisory.
Her groundbreaking model was recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award.
Kim is such a strong advocate of the “fiduciary” classification that she published a book (Money Secrets: Keys to Smart Investing) to educate consumers on how a fiduciary vs. a non-fiduciary advisory service could affect the return on their investments and retirement.
The book has since become a bestseller on Amazon and has won both the International Readers’ Favorite Award and the USA Book Awards.
With an office in Denver, Wealth Legacy Institute serves families and individuals with an integrated approach to financial planning and wealth management.
These services are provided by a team of dedicated and highly experienced Colorado financial planners who rely upon a comprehensive yet simple process.
Key Factors that Enabled This Firm to Rank as a Top Wealth Management Firm
Below are key factors that enabled Wealth Legacy Institute to rank among this year’s best Colorado financial advisory firms.
Financial Planning and Advice:
Financial planning can be an overwhelming and uncertain experience. Done professionally by one of your Colorado financial adviors, however, financial planning can inspire confidence, peace of mind, and numerous monetary benefits both in the short and long term.
Get the most out of your money with Wealth Legacy’s 6 Key Elements to Financial Planning:
- Know your financial starting line
- Protect what's important
- Enhance your wealth
- Manage taxes
- Plan for retirement
- Preserve wealth & create a family legacy
Managing Your Investments:
Through the use of an investment policy statement, you and your team of financial advisors in Colorado will establish a set of expectations, guidelines, and objectives. A formal investing approach is essential to managing your assets properly.
This is achieved through the following ways:
- Strategy: A research-driven strategy guides all financial decisions, looking at not only market history, but projecting market trends before they happen. This wealth management firm in Colorado builds portfolios around a disciplined investing approach.
- Management: Your investment policy is a dynamic document and should be reviewed regularly. As your life changes, so will your investments, and your team of Colorado financial planners stands ready at the helm.
- Dimensional Fund Advisors: Wealth Legacy Institute is a proud partner of Dimensional Fund Advisors, an independent, fee-only company. Their outstanding leadership and proven investment philosophy opens a multitude of doors for Wealth Legacy’s clients.
Whether you seek specific financial information, or simply want to stay up-to-date and educated about the latest personal finance trends, Kimberly Curtis is a strong voice in the financial community and publishes insightful content on Wealth Legacy Institute's blog page.
Her updates and financial strategies, as well as content produced by the Wealth Legacy Institute team, are worth browsing for those interested in obtaining the services of a wealth management firm in Colorado.