Wealth Legacy Institute

Wealth Legacy Institute Wealth Legacy Institute, Inc. is a nationally recognized, fee-only, wealth management firm. Our fiduciary focus is unwavering.

Wealth Legacy Institute is a forward-thinking Denver fee-only financial planning and investment management firm. We specialize in working with ‘accidental millionaires’- people who have worked hard, saved wisely and are approaching or entering retirement. By combining Intelligent Investing™ with our structured Planning for Life Experience™ process, we help clients navigate decisions that support a

healthy, fulfilling retirement life. This small giant of a firm was founded with a goal to create a firm filled with humanity; an advisory firm that emphasizes clients’ interests first. We use our experience, wisdom and skill to help each individual and family build a successful retirement and lasting legacy.

6 Books That Changed My Life, by Kim CurtisPlus a bonus surprise reveal at the end!What's a book that changed your life?...
01/08/2024

6 Books That Changed My Life, by Kim Curtis

Plus a bonus surprise reveal at the end!

What's a book that changed your life?

Let me know if the comments below!

Thank God it's Friday! Celebrate the week you've had and get excited for the weekend ahead, with gratitude for both.A ca...
01/05/2024

Thank God it's Friday! Celebrate the week you've had and get excited for the weekend ahead, with gratitude for both.

A cartoon taken from Kim Curtis' published book Retirement Secrets: Keys to Retiring Happy, Healthy & Free

Kim Curtis' word of the year for 2024 - Prosperity. From everyone at Wealth Legacy Institute, we wish you prosperity ...
12/31/2023

Kim Curtis' word of the year for 2024 - Prosperity.

From everyone at Wealth Legacy Institute, we wish you prosperity for the New Year, filled with financial growth and wise investments. Here's to a year of strategic planning and an abundance of opportunities!

What is your word of the year for 2024, and why? Let us know in the comments!

Embrace the spirit of the season with gratitude and joy! 🎁 Wishing you prosperity and happiness from Kim Curtis and the ...
12/25/2023

Embrace the spirit of the season with gratitude and joy! 🎁 Wishing you prosperity and happiness from Kim Curtis and the Wealth Legacy Institute team this holiday.

Self-Love: The Most Important Gift This SeasonHow do you feel as the holidays approach? Kim Curtis gives us a few helpfu...
12/18/2023

Self-Love: The Most Important Gift This Season

How do you feel as the holidays approach? Kim Curtis gives us a few helpful tips with dealing with Holiday Season Dread, and how we can care for our selves, so we can care for others, during the holidays.

Listen to Kim Curtis talk about this in more detail here: https://www.youtube.com/watch?v=sj2lcvCFwDo&t=6s

Retirement is when you are free to savor life, be constructive, and find purpose. Happiness Doesn't Retire!
12/14/2023

Retirement is when you are free to savor life, be constructive, and find purpose. Happiness Doesn't Retire!

The 50/30/20 Rule can help you set up your spending to be in alignment for long term success.50% of your finances are yo...
12/13/2023

The 50/30/20 Rule can help you set up your spending to be in alignment for long term success.

50% of your finances are your needs e.g. mortgage, rent and monthly payments

30% of your finances are your wants or discretionaries e.g. concerts and dinners out

20% of your finances goes to debt reduction and savings (once you reduce the debt reduction, you can build your long term savings)

Stay on track with the 50/30/20 Rule!

Wealth Legacy Institute believes the greatest source of wealth is the development of your human capital, placing life at...
12/12/2023

Wealth Legacy Institute believes the greatest source of wealth is the development of your human capital, placing life at the center of your financial plan

12/07/2023

How do we reduce the divide between the have and the have-nots? Listen to Kim Curtis on hope, financial literacy and a governments responsibility.

12/06/2023

Listen to Kim Curtis explain the two Laws of Money - The Human Laws and the Natural Laws.

Funny Friday! Happiness Doesn't Retire. A cartoon taken from the book 'Retirement Secrets: Keys to Retiring Happy, Healt...
12/01/2023

Funny Friday! Happiness Doesn't Retire. A cartoon taken from the book 'Retirement Secrets: Keys to Retiring Happy, Healthy & Free' by Kim Curtis

Address

950 S Cherry Street, Ste 505
Denver, CO
80246

Opening Hours

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

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