Sopris Wealth is a female owned and operated, independent financial services firm. We are based in Fort Collins, Colorado and offer comprehensive financial planning services. We counsel our clients on areas like retirement, tax-advantaged investments and wealth transfer strategies. Sopris Wealth advisors also provide financial planning, income strategies, estate and inheritance planning, and many other services. Our advisors have extensive experience managing different asset types, including stocks, bonds, real estate and alternative investments.
Our mission at Sopris Wealth is financial empowerment through personalized planning and education. Our core values are Integrity, Empowerment, Stability, and Balance. The company’s Partners are Kristina Paz and Jessica Beck, CFP®. Kristen Lynn is our Practice Director.
Learn more about the Sopris Wealth and our team here: https://www.sopriswealth.com/
Additional Partners:
Cambridge Investment Research, Inc. is an independent broker/dealer, who holds responsibility for regulatory compliance and adherence to security rules. Cambridge does not offer any proprietary products.
National Financial Services is the advisor platform from Fidelity, which offers clearing and custody, tax reporting, credit management, financial planning, and advisory services.
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.
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