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
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Lifestyle considerations in creating your retirement portfolio.
Don't let procrastination keep you from pursuing your financial dreams and goals.
How to help determine life insurance needs to provide for your family after you pass away.
Can you keep up with your children’s mobile slang?
Marriage changes everything, including your insurance needs.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know these three personal finance sayings?
It's easy to let investments accumulate like old receipts in a junk drawer.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
If you died, what would happen to your email archives, social profiles and online accounts?
There are hundreds of ETFs available. Should you invest in them?