About the Business
Colorado Wealth Group is a premier destination for personal and small business financial planning. We are a collaborative firm who puts our clients' objectives first, working as fiduciaries to achieve comprehensive planning.
At CWG, we offer a range of consultation services, from building a financial plan, managing assets (even with low minimums!), acquiring life, disability or long-term care insurance, funding education and retirement distribution planning. We also provide tax mitigation tactics, consolidation of accounts, estate planning and group benefits planning.
Our experienced team of professionals have the expertise and knowledge to help you reach your financial goals. We strive to provide a personalized approach and emphasize the importance of understanding our client’s needs. We diligently work together to create an individualized plan that fits your specific needs. Contact us today to learn more!
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- Colorado Wealth Group was established in 2016 on the premise that the client's needs must come first. Our Founder, Steven Harp, CFP® ChFC® AIF® CLU® CLTC, and his partners, formed CWG after many years with one of the largest financial firms in the U.S. Colorado Wealth Group is a collaboration of some of the most experienced and talented advisors in Denver, all with a common mission: put the client's interest ahead of anyone else's and help our clients remain accountable to their goals.
- (720) 729-2500
- 1345 S Broadway, Denver, CO
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Opening Time
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Mon
8:00 AM - 5:00 PM
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Tue
8:00 AM - 5:00 PM
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Wed
8:00 AM - 5:00 PM
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Thu
8:00 AM - 5:00 PM
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Fri
8:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed