Investments
Advice on how the accounts should be invested, as one household, after a written advisory agreement.
About 3 minutes
Whose advice should I take on retirement, investments, the company, or the estate?
Have $1 million in investable assets, or earn $250,000? Answer a few questions. We find the advisor that matches your needs.
- Fee-only. No commissions.
- SEC-registered RIA. CRD 300811.
- Registration is not an SEC approval.
Where you want the advice
Retirement
Advice on when to step back, what you can spend, and the taxes that sit next to both.
The company
Advice on the cash, the taxes, and the day the business changes hands.
The estate
Advice on what should happen to it, coordinated with your attorney. We do not draft wills or trusts.
Your answers decide the name
Find out who
How you want to meet, where you live, and whether you want advice on retirement, investments, the company, or the estate. If we are a fit, we name one person. Submitting this form does not make you a client and does not guarantee a meeting or any investment result.
Who we work with
- Households in the United States with at least $1,000,000 in investable assets, or at least $250,000 in annual income. Home equity is not investable assets.
- Business owners, households approaching retirement, and families coordinating an estate or succession plan with their attorney.
- In person in Northern Colorado and coastal New England. By Zoom in the rest of the United States.
The supervised persons on this introduction service are Brian Nienhaus, Cindy Bragdon, CFP®, CTFA, David Eads, CFP®, Dillon Goodman, CPA, CFP®, Rusty Tredwell. You do not pick from a directory. After you submit, we assign one person if the household is a fit.