Custom Strategies for Individuals, Business, and Non-Profits
After many years of providing financial services to Individuals and families, we are now working with Business owners . We help small business owners establish retirement plans, offer financial literacy programs for their employees, and develop succession planning strategies. Our involvement with the community encouraged us to develop another important part of our practice: working with local Non-Profits to help them invest their assets, manage their retirement plans, and seek the long term goals of their organization.
Address: 720 Summit Boulevard, Unit 101 B, Frisco, CO 80443
PO BOX 4776 Frisco, CO 80443
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Western Wealth Management LLC, a registered investment advisor. Affinity Wealth Management Group and Western Wealth Management LLC are separate entities from LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.