Schedule a Complimentary Consultation
A complimentary 30 minute consultation is available for prospective clients. This will give you an opportunity to learn more about our process, allows me to get an idea of how to best support you, and allows both of us to discuss the potential of working together.
Current clients can use the scheduling links at any time to set up a meeting.
We look forward to speaking with you soon!
Call, Text
(970) 818-8003 Sopris Wealth Office Line, M-F 9 am to 5 pm MST
(970) 663-6834 Cell Phone & Text Messaging
Location: Anywhere
Denver and Surrounding Area: Monday, Tuesday, & Thursday
Fort Collins Office: Wednesday
Office Address: 231 S. Howes St.
Fort Collins, CO 80521
Virtual Appointments: Monday though Thursday
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.
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