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Be present for what matters most

We help our clients have financial clarity, confidence, and peace of mind.

Let's Connect

Be present for what matters most

We help our clients have financial clarity, confidence, and peace of mind.

Let's Connect

Be present for what matters most

We help our clients have financial clarity, confidence, and peace of mind.

Let's Connect

Who we serve

Our purpose is to build authentic relationships and improve the lives of the people we serve by working through their questions and concerns around money, and guiding them to a place of financial wellbeing.

Retirement Planning

Retirement Planning

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Family Wealth

Family Wealth

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Business Owners

Business Owners

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YOU DESERVE YOUR OWN FINANCIAL ROADMAP

YOU DESERVE YOUR OWN FINANCIAL ROADMAP

Together, we will create a personalized roadmap for managing your wealth that is driven by your priorities, concerns, vision, and values. We partner in a collaborative and transparent way so that your questions are answered, and you have financial clarity, confidence, and peace of mind.

Our Services

Your roadmap will include financial planning, investment management, tax planning and preparation, and estate planning. 

Financial Planning

Financial Planning


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Investment Management

Investment Management


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Tax Planning and Filing

Tax Planning and Filing


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Estate Planning

Estate Planning


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Let's Build Your Roadmap

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Meet Our Team

Aaron Leatherwood, CPA, CFP®, CWS®, MS

Aaron Leatherwood, CPA, CFP®, CWS®, MS

Partner | Wealth Advisor

(720) 642-6610

Jason Baer, CFP®, CWS®

Jason Baer, CFP®, CWS®

Partner | Wealth Advisor

(720) 642-6610

If you have questions or concerns around your money, let's connect. We can partner with you to create a financial roadmap that delivers financial clarity, confidence, and peace of mind.