• 235 Wells Street | PO Box 97 | Erie, CO 80516 | Phone (303) 828-3440

  • Targeted Wealth Solutions

    • Financial Advisor
    50 Jordan Ln
    Erie, CO 80516
    (720) 443-1227
    Hours:
    8:00 AM - 5:00 PM

    About Us

    Targeted Wealth Solutions is an independent, fee-only wealth management firm founded by former Air Force pilots. We believe there’s no middle ground when it comes to putting client interests ahead of read more
    • About

      Targeted Wealth Solutions is an independent, fee-only wealth management firm founded by former Air Force pilots. We believe there’s no middle ground when it comes to putting client interests ahead of our own. Our firm doesn’t receive commissions, and we don’t sell insurance or investment products.

      There are many types of financial advisors -- is yours working in your best interest?

      We help individuals and families create a financial action plan to reach their retirement or savings goals. We believe that everyone deserves a quality financial plan and sound investment guidance. Are you certain that your investments match your risk tolerance? Are there tax-efficient investment strategies that you don't know about? What about alternative investments like private equity -- where do they fit in? Is your legacy secured with a current and complete estate plan? These are the outcomes that we focus on -- providing financial peace of mind and risk management.

      For business owners, we help design and implement 401(k) and other qualified plans to maximize retirement savings, create tax efficiencies, and provide great benefits to employees.

      We partner with clients to provide comprehensive financial guidance and asset management.We are a Veteran-owned, fee-only (no commissions) registered investment adviser offering comprehensive financial planning, investment management, and business retirement plans.

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