harrigan | teegarden Private Wealth Advisors is a Boulder, Colorado-based provider of financial planning and sophisticated investment management, tax and insurance strategies for clients around the country.
Is there more I can do to preserve and grow my family's wealth?
If you find yourself asking this question, you're aware that there may be untapped potential in your wealth management approach.
Let us help you uncover the missing pieces and understand your options. We offer a comprehensive, highly tailored asset management approach, putting you in control to make smarter, more meaningful choices about the stewardship of your family's wealth.
Our Family Endowment Model takes a look at what the most successful endowments have been doing and brings once exclusively institutional asset classes to our clients. This solution seeks to grow investments in bull markets, preserve in down markets and generate income in all markets. The goal is to produce a less volatile and more balanced experience for you.
Our fierce independence, entrepreneurial structure and investment experience make it possible. We'll strive to preserve and grow your family's wealth according to your values, goals and dreams—in a way that simplifies your life. We call it achieving Wealth's True Potential™.
DST investments are something we can offer and handle as replacement property for accredited investors seeking to defer their capital gains taxes through the use of a 1031 exchange and as straight cash investments for those wishing to diversify real estate holdings.
Are you looking for ways to potentially benefit from the equity you've built up in real estate investments without losing your gains to taxes? We complete the necessary legal documents to ensure that you are in compliance will all laws, regulations and rulings. Click here to check out our 1031 exchange solutions page.
We Build Relationships That Last!
Our team of private wealth advisors in Boulder have developed enduring client relationships across generations and market cycles. Our clients often tell us they feel a sense of clarity and confidence about pursuing their financial goals and experience a better quality of life. Whether it's insurance, investments, dst / 1031, we can help you. Contact us today.
Call for an appointment so we can begin to build a lasting relationship.
Financial Advisor Boulder
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There are four very good reasons to start investing. Do you know what they are?
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Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
A few strategies that may help you prepare for the cost of higher education.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
All about how missing the best market days (or the worst!) might affect your portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are hundreds of ETFs available. Should you invest in them?