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
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
There are things about Social Security that might surprise you.
Regardless of how you approach retirement, there are some things about it that might surprise you.
One way to find money is to examine your current spending habits and eliminate money wasters.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
An increasing number have been developed to help individuals with their personal finances.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How will you weather the ups and downs of the business cycle?
Smart investors take the time to separate emotion from fact.
Do you have causes that you want to support with donations? Here are three tips.
Taking your Social Security benefits at the right time may help maximize your benefit.
A bucket plan can help you be better prepared for a comfortable retirement.
There are a few things to consider when buying or leasing your next vehicle.