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Contact Us

If you are eager to begin, the next step is an introductory 30-minute call.  During this call, we will:

  • Learn more about your goals
  • Learn more about your current financial situation
  • Explain how we work and how we can help

We specialize in working with clients who are focused on retirement, meaning we aren’t the right specialist for everyone.  Wealth Legacy Institute is designed for clients who:

  • Think outside the box, with an interest in life-long learning
  • Want guidance as they navigate the transition to retirement
  • Need help planning as they exit a business
  • Have $1 million or more in liquid assets

If this doesn’t describe you, that’s OK!  Please fill out the form and we will be happy to refer you to someone that may be better equipped for your success.

OTHER WAYS TO REACH US

Stop By

Cherry Tower
950 S Cherry St #505
Denver, CO 80246

Call Us

p. 303.753.7578
f. 303.753.7581