Wealth By Design
- Investment Management
- Financial Services
“A vision without action is just a dream, an action without a vision just passes time; a vision with action changes the world. ~Nelson Mandela
Do you have dreams that you want to pursue as you rewire, or refire your next season of life?
Do you have concerns about how to take distributions from qualified plans or personal retirement accounts as you transition into retirement?
Do you have questions about the variety of financial tools that you have accumulated over the years and how they could be recalibrated for your use in retirement?
Have you created your vision and calculated the cost of the go-go, slow go and no-go years of your fall season in life?
We work with people who:
• Want an advocate for their families to facilitate wise financial decisions in the areas of liquidity, lifestyle, longevity and legacy.
• See the complexities of their financial world and want to do the best they can with what they have.
• Want to be educated as to their financial choices and implications, not sold a product.
• Want a team that understands what is important to them and to communicate with, not solely technology to integrate and conquer.
• Want a team that understands money is a vital part, but not the entirety of creating true wealth, and that will help them work with stakeholders to create a life without regrets.
• Want a team that manages their investment portfolios with their personal priorities in mind. This includes tax efficiencies, time frames, risk aversion requisites, cash flow desires and principled investment considerations.
Are we a fit for you?
Whom to Contact
- Danielle Howard
The office is located along the Roaring Fork River in the Streamside Building. Our address is 23300, Suite 34 Two Rivers Road, Basalt Colorado – We are across from the Basalt Middle School.