Snowball Wealth Management

Snowball Wealth Management SWM is a fee-only Registered Investment Advisor staffed by Certified Financial Planners (CFP) based in Louisville, CO that serves clients across the U.S.

Snowball Wealth Management began in 2006 with the idea of providing financial advice based on their clients' best interests. With years of experience in wealth management, investment advising, and financial planning, their team of investors has become trusted advisers to their clients throughout the country. Because they have their clients' best interests in mind, Snowball Wealth Management does e

verything themselves: from research to the actual investing. They pride themselves on being available to clients at any time for questions or reassurance. To learn more about their services, contact them today!

05/26/2026

Instead of speculating about where interest rates may go next, the better question is: What should you focus on that is actually within your control?

05/25/2026

Adding a sliver of the hottest private companies to your portfolio can be far more tricky than buying stocks.

05/24/2026

Creating a plan that works in retirement means creating a plan that works for you and your specific needs and lifestyle.

05/23/2026

The Iran war has affected businesses across sectors, from retail to advertising. Its impacts are starting to show up in earnings calls. Here's what top CEOs and execs are saying about the impact of the Iran war on the business world.

05/22/2026

The longevity industry is booming with high-tech tests, drugs, and medical devices. What to know for your health—and personal finances.

05/21/2026

Daniel Akst says many of his retired friends were bored. So instead, he found a way to constantly learn new things and meet new people.

05/20/2026

Millions of Americans could be owed billions of dollars in tax refunds of Covid-era interest and penalties. Filing a claim with the IRS by the July 10 deadline is the first step.

05/19/2026

If you find yourself walking more slowly than you used to, it might be time to get your hearing checked.

05/18/2026

Paying off a mortgage before retirement is a personal decision, and one that likely depends on your specific financial situation.

05/17/2026

AI is making growth look better and the job market look worse.

Address

3445 Penrose Place, Suite 130
Boulder, CO
80301

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13036666292

Website

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