Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn MoreServing Clients Nationwide
We Help People of All Income Levels Accelerate Their Financial Prosperity!
135-F Country Center Dr. Ste 140, Pagosa Springs CO, 81147
Yes
MBA with Distinction, Keller Graduate School of Management | B.A. Business Administration, Western State University of Colorado
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
Extreme Sports Jock Tax: What Athletes Need to Know to Stay Ahead Financially
Breaking Free from Traditional Insurance: A Guide to Medical Cost Sharing & Direct Primary Care
Ask an Advisor: Is it advisable for a 32-year-old couple to explore real estate investments as part of their long-term financial plan?
Taxes on Winning a Snowboard or Mountain Bike Competition
Financial Planning for Extreme Sports Athletes
How to Afford a Financial Coach?
Ask an Advisor: As parents of young children at 43, what steps should we take to secure their financial future and plan for our retirement?
Financial Advisors Guide: UTMA and UGMA Accounts for Kids
Ask an Advisor: What are the key financial considerations for a single individual at 35 aiming to build a strong foundation for future wealth?
Financial Planning for Young Families: Three Areas to Focus On
Is a Fee-Only Financial Planner Right for You?
What Everyone Ought to Know About a Virtual Financial Advisor
Can You Have More Than One Roth IRA?
First-time Homebuyers: The Forgotten Costs of Buying
What College Savings Plan Is the Best?
Picking a Financial Advisor Big or Small?
How Many Points Does Your Credit Score Go Down for an Inquiry?
Want to Retire in Your 30s? Here’s How to Do It.
14 Money Lessons for High School Students
Should You Use a Target Date Fund?
7 Reasons: Why a DIY Investor Will Benefit from a Financial Planner
