Asset Preservation Wealth & Tax

Arvada Gold & Silver Coins

Asset allocation and portfolio appraisal are two essential components in designing a successful investment strategy. Asset allocation is the process of dividing an investment portfolio among several asset classes such as stocks, bonds, and cash equivalents. It involves determining the appropriate mix of investments for a given portfolio depending on an investor's goals and risk tolerance. Portfolio appraisal is the practice of evaluating a portfolio's performance through a variety of metrics and analysis tools. This process helps investors identify where the portfolio is underperforming or overperforming relative to the benchmark. Knowing this information can then inform decisions about which investments should be added to or dropped from the portfolio in order to increase profitability. Both asset allocation and portfolio appraisal are important parts of designing an effective investment strategy. By allocating assets appropriately and appraising portfolio performance regularly, investors can make informed choices that can maximize their returns and help them reach their financial objectives.

Alpha Fiduciary

Alpha Fiduciary is a wealth planning and management firm that provides comprehensive financial solutions. We specialize in investment consulting and management, advanced planning, and relationship management for our clients. Our services include investment management and portfolio performance analysis, risk evaluations, asset allocation and location, tax-conscious portfolios, evaluation of employer retirement plans, social security and pension benefits optimization, tax planning and mitigation, cash flow planning, insurance information and advisement, legacy and wealth transfer planning, wealth protection, business succession planning, business and personal retirement planning, and restricted stock strategies, as well as preparing heirs for wealth. We also provide newsletters, quarterly performance reports, yearly and ad-hoc reviews of financial situation and goals, and periodic review of beneficiaries, trusts, and estate plans. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

WealthArc Advisors

WealthArc Advisors is a full-service estate planning firm located across from Tameron Hyundai. We specialize in providing tailored solutions to complex estate planning needs, and offer a wide range of products and services, such as bonds, individual stocks, insurance, mutual funds, real estate investment trusts, 1031 exchanges, advanced estate planning, asset allocation, estate planning seminars, family business planning, family limited partnerships, family partnership, family wealth transfer, financial planning, generational estate planning, investment management, investment planning, partnership consulting, risk management, wealth conservation, wealth management, and wealth preservation. Our team of experienced professionals can help you make the most of your investments, offering managed accounts and personalised advice to ensure you get the best returns possible.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Mumy Financial Advisors, LLC

Mumy Financial Advisors, LLC is an independent financial advice provider specializing in helping individuals and businesses understand their financial solutions. Our team of professionals have the knowledge and expertise to provide advice on asset allocation and diversification, cash flow analysis, education expenses, estate planning, financial planning, insurance analysis, and retirement strategies. We strive to create tailored plans that best suit each individual's or business's unique situation, ensuring that our clients' assets are protected and managed with care. Our Life Insurance Audit software makes it easy to review existing policies and determine if they are providing the right amount of coverage. At Mumy Financial Advisors, LLC, our experienced advisors can provide you with the guidance you need to make informed decisions about your finances. We will work with you to develop a plan that takes into account your current resources and future goals. Whether you are an individual looking to plan for retirement or a business seeking to optimize investments, we will be with you every step of the way. With our help, you can feel confident and secure in your financial future.

ARK Financial Wellness

At ARK Financial Wellness, we believe in partnering with and empowering you to create financial purpose. We employ highly personalized strategies that embrace your core values to help you achieve the most fulfilling return on life. Our thorough values-based planning process provides a judgment-free meeting zone to offer clarity and understanding of how your money will be invested. Our team has over 40 years of experience in this industry, allowing us to explain complicated financial terms in an understandable and stress-free manner.If you decide to let us pilot your investment journey, we provide diligent management and asset allocation through our two investment methodologies: Point & Figure Charting and Rules-Based Methodology. We use technical math driven analytics to adapt to the ever-changing market environment, helping you invest your money with confidence and grow your money tree over time.

Chacon Diaz & Di Virgilio

At Chacon Diaz & Di Virgilio, we understand the importance of providing our customers with the best wealth management services. Since 2009, we have been helping people manage their finances in the most efficient way possible, giving them peace of mind that we will always be there for them.Our team of experienced professionals are dedicated to delivering professional, personalized advice tailored to meet your individual needs. We understand that financial planning involves more than just investments and asset allocations; it also involves smart strategies that take into account all aspects of your life. We strive to provide solutions that will grow and protect your wealth over time.

Gold Path Investment Group

Gold Path Investment Group, LLC is a private investment advisory firm that provides wealth management and financial planning services for individuals with high net worth. Our mission is to help clients invest in order to secure their financial future and create wealth across generations. We strive to provide clients with personalized solutions and exceptional service in order to achieve their financial goals. Our team offers portfolio management, asset allocation, retirement planning, education planning, cash flow planning, risk management, and estate planning services. Additionally, our data-driven investment strategies are designed to generate maximum returns while minimizing risk. Our advanced technology gives us real-time insights into the markets, allowing us to stay ahead of the curve. With Gold Path, our clients can trust that their financial objectives will be met with excellence.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Mission Creek Capital Partners, Inc.

Mission Creek Capital Partners is a fully independent registered investment advisor providing specialized investment management strategies and solutions for institutions, limited partnerships, general partnerships, family offices, executives, entrepreneurs and other private clients. Our comprehensive investment management, advisory and planning services includes asset allocation and "location," portfolio management, customized concentrated wealth management and private equity distribution/post-venture management services. Our approach takes into account the asset nature, concentration risks, diversification goals, implementation costs, effective tax management, liquidity requirements, optimal portfolio and single-stock transition planning and other client objectives. Our mission is to build a highly customized and collaborative relationship with our clients.

Paul Marascalco

We manage portfolios using Modern Portfolio Theory.  A time tested effective management process that utilizes asset allocation to limit risk as much as possible while creating as much return as possible within that risk spectrum. We employ low cost Exchange Traded Funds and employ Indexes within the Exchange Traded Fund market. Indexing lowers costs without sacrificing return. Indexes have proven to be highly efficient over time. And we know that lowering costs over time helps clients keep as much return as possible. Our firm is a fee based advisory firm. We do not employ commission business or products.

Calvert Research and Management

Calvert is a recognized leader in Responsible Investing. Our mission is to deliver superior long-term performance to our clients and to enable them to achieve positive impact. Calvert Research and Management traces its roots to Calvert Investments, which was founded in 1976 and was the first to launch a socially responsible mutual fund that avoided investment in companies that did business in apartheid-era South Africa. Today, the Calvert Funds are one of the largest and most diversified families of responsibly invested mutual funds, encompassing actively and passively managed strategies, U.S. and international equity strategies, fixed-income strategies, and asset allocation funds -- all managed in accordance with the Calvert Principles for Responsible Investment. Through the years, the Calvert Funds have stayed at the forefront of Responsible Investing, applying innovative investment strategies, groundbreaking research, shareholder advocacy programs and public policy initiatives. Today, we're helping a new generation of investors see financial potential through the lens of environmental, social and governance (ESG) factors.

Define Financial

At Define Financial, we are a fee-only financial advisor based in San Diego, committed to providing professional retirement advice to those who are 10 years away from retirement. Our mission is to help you reduce taxes, make smarter investments, and work towards an enjoyable retirement. We specialize in working with individuals who have saved up at least $1 million or more in investment and retirement assets. We understand that the success of your retirement is too important to be done alone, so our team of certified financial planners are here to help you every step of the way. From investment and asset allocation advice to tax planning and charitable giving, you can trust us to provide unbiased and well informed advice as we are a fiduciary with personal liability should we give you bad advice.

Empire Wealth Management

At Empire Wealth Management, we are committed to helping our clients create and implement tailored plans to reach their financial goals. Our team of experienced professionals reviews and analyzes investment portfolios to identify and eliminate hidden fees, ensuring that their accounts remain within the desired risk level. We strive to provide our clients with the best possible advice and services, allowing them to live comfortably on their own terms. We offer comprehensive wealth management solutions to our clients, including portfolio analysis and optimization, risk management, asset allocation, and retirement planning. Our specialists are trained to provide knowledgeable, unbiased advice, helping you make informed decisions that best suit your needs. Our goal is to help you achieve financial freedom and security, no matter what your financial goals may be.

Ivan Breger, CPA

Ivan Breger, CPA offers a broad range of services to individuals and businesses in various industries. We aim to meet the unique needs of each client in order to help them reach their goals and plan for the future in today's ever-changing economic and legal landscape. Our professional services include tax management, estate and trust planning and tax preparation, accounting, and financial and retirement planning. When it comes to financial and retirement planning, Ivan Breger, CPA is committed to assisting our clients in achieving financial independence through a comfortable retirement. We can guide you through difficult decisions such as asset allocation, monitoring investment performance, funding college education, setting up retirement plans, insurance, and tax, estate, and business succession planning. We understand the implications of taxes on your portfolio and strive to ensure that your investments will offer the best possible after-tax return. Our team can help you take the necessary steps to reach your retirement goals.

Saratoga Capital Management

Saratoga Capital Management, LLC is a team of professionals who manage the mutual funds in Saratoga Advantage Trust. They are dedicated to providing sound advice and secure investments to their customers. The team consists of experienced professionals with a strong understanding of the markets and financial instruments. Their services include portfolio management, risk management, asset allocation, and financial planning. They strive to ensure that their clients have the best possible return on investments while minimizing risks. Furthermore, they are committed to staying up to date on the latest market trends and utilizing the most advanced technology to ensure maximum returns. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.