Financial Advisors
Denver, CO
Colorado Wealth Group is a Denver-based wealth management firm founded by Steven Harp, specializing in comprehensive financial planning, investment management, insurance planning, and tax preparation for individuals, families, and businesses. The team takes a personalized, scenario-based approach to help clients navigate major life changes—from marriage and home purchases to retirement planning—by considering multiple possibilities rather than one-size-fits-all projections. They operate as fiduciaries, acting in clients' best interests with a focus on creating detailed financial blueprints and maintaining ongoing accountability through regular meetings and support.
Ideal for: Young families planning major life changes, business owners seeking holistic wealth management, individuals with scattered investments needing consolidation and direction, professionals approaching or in retirement
Service area: Denver, Colorado and surrounding metro areas
Scenario-Based Planning: Unlike traditional straight-line projections, Colorado Wealth Group models multiple financial scenarios to help clients understand how different life choices—such as varying family size or sabbatical years—impact their long-term wealth and retirement.
Fiduciary Standard & Transparency: The firm operates under a fiduciary obligation, ensuring all advice is given in clients' best interests with clear explanations backed by data, rather than commission-driven recommendations.
Comprehensive Services & Ongoing Support: Colorado Wealth Group offers integrated financial planning, investment management, insurance planning, and tax preparation with twice-yearly reviews to keep clients accountable and on track toward their goals.
Address: 1345 S Broadway, Denver, CO 80210
Phone: (720) 729-2500
Website: coloradowealthgroup.com
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