Financial Empowerment through Education, Technology and Intentional Investing

Become confident and secure in your investing decisions and feel stable in your finances. We will create a customized plan designed for your goals and aspirations.

Comprehensive Planning

Evaluate your entire financial picture, including 401(k)s, IRAs, stock options, brokerage accounts, insurance and real estate with an advisor using sophisticated client access technology

Fiduciary

CERTIFIED FINANCIAL PLANNER™ practitioners are held to the strict standard of fiduciary duty, meaning they must put your interests first

Independent Management

When partnering with an advisor it’s important to choose someone who presents your best options, without a company or product bias

Comprehensive Financial Planning

A dynamic, personalized financial plan can create feelings of comfort and control in a fast-changing world.

LEARN MORE

CERTIFIED FINANCIAL PLANNER™ Professionals

Learn more about working with a CERTIFIED FINANCIAL PLANNER™ .

LEARN MORE

Socially Responsible Investing

Feel great about where your money is being invested. There are growing companies that are dedicated to maintaining high Environmental, Social and Ethical (ESG) standards.

LEARN MORE

Let’s get started! Schedule a time to discuss how we can best support you.

Schedule an appointment

Check the background of investment professionals on FINRA’s BrokerCheck. Cambridge Investment Research, Inc. Form CRS

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sopris Wealth are not affiliated. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, we make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Video credit: Kristian Aleksan via Pexels