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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For homeowners who think their property taxes are too high, there are ways to appeal.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
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Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Do your insurance needs stay the same when the nest empties?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a few things to consider when buying or leasing your next vehicle.
What is your plan for health care during retirement?
The market is as unpredictable as the weather. We’d love to help you prepare.
Are you ready for retirement? Here are five words you should consider.
Do you know these three personal finance sayings?
Women must be ready to spend, on average, more years in retirement than men.