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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

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

Helpful Content

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

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Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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What can be learned from the savings rate?

 

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To Catch a Thief

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Estimate how much you have the potential to earn during your working years.

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This calculator helps estimate your federal estate tax liability.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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This calculator compares the financial impact of leasing versus buying an automobile.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during 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?

Saving for College 101

Here’s a crash course on saving for college.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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