Tailored financial planning services for every retirement stage based in Denver, CO.
Maximize your confidence adventure philanthropy family time hobbies in retirement
What are you maximizing for? Gravitas Wealth Planning is your guide through your retirement journey.
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Our typical clients
Tailored financial planning for every retirement stage
From planning to enjoying retirement, our services are designed to meet your unique needs wherever you are.
Why Work with GWP?
The focus is on YOU
Everyone’s priorities in retirement are different. By truly understanding your retirement priorities and what you value the most, we ensure your plan is tailored to your unique goals and needs.
Meet you where you’re at
We are committed to meeting you where you're at. Whether you're just starting to plan for retirement or already in the midst of it, our team will work closely with you to understand your current financial situation, goals, and concerns. We will customize our approach to align with your specific needs and provide guidance and solutions that are tailored to your circumstances, helping you make informed decisions and achieve the retirement you deserve.
Independent, Fee-only, Fiduciary
Objective, transparent, fiduciary advice always. GWP is exclusively compensated by your fees, never by commissions for product sales.
Our Services
Comprehensive Wealth Planning
Wealth Planning is a holistic approach to managing all aspects of your financial life. It goes beyond just investment management or financial planning and encompasses a wide range of topics, including retirement planning, cash management, tax planning, estate planning, risk management, and more. With comprehensive wealth planning, you receive personalized advice and strategies tailored to your unique financial situation and goals, helping you build, protect, and grow your wealth across all areas of your financial life in a coordinated and strategic manner.
Financial Planning
Financial planning is like creating a roadmap for your money. It's about looking at your current financial situation, setting goals, and making a plan to achieve them. It involves things like budgeting, saving, investing, and managing risks. With a solid financial plan in place, you can confidently work towards your retirement dreams and enjoy peace of mind about your financial future.
Investment Management
Investment management is about making smart decisions on where and how to invest your funds based on your goals and comfort with risk. GWP keeps an eye on your investments, making adjustments as needed, so you can make the most out of your money and reach your financial goals.
