Existing customer? Sign in
© 2022 Wealthtender, Inc. All rights reserved.
We Help People of All Income Levels Accelerate Their Financial Prosperity!
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, Country Center Drive, Pagosa Springs, Colorado, 81147
Yes
MBA with Distinction, Keller Graduate School of Management | B.A. Business Administration, Western State University of Colorado
Aspen House - Board of Directors member.
Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from advisors who pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors. Learn how we operate with integrity to earn your trust.
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
Fiduciary Financial Advisors: Everything You Need To Know
Discover what fiduciary financial advisors are. The benefits of working with one and the differences from a broker financial advisor.
What To Do With Your 401(k) After Leaving A Job?
You have four options with your 401k after leaving a job: stay in the plan, cash out, roll over into a new 401(k), roll over into IRA.
5 Ways To Improve Your Retirement Account Today
Looking to create a comfortable retirement? Here are five steps that you can take to improve your retirement account today.
What college savings plan is the best? - BlackBird Finance
There are a few different college savings plans: ESA, 529 plan, Prepaid Tuition. Learn what is going to work for your family and money.
Wealthtender exists to help people discover the most trusted and authentic professionals and educators in the finance community.
Your honest reviews of the providers featured in our directories help people decide which providers 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 with the provider.
Be descriptive. Instead of just saying that you like or dislike a provider, 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 real experience with the provider.
Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience with the provider.
Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.
Make your review easy to read. Reviews should be readable for 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 harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful 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 review in question and reason you believe it violates our guidelines.
Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.
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. We do 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.
© 2021 Wealthtender, Inc.
Leave a Reply