Wealth Management Services

11/10/2020

Buildings and possessions are replaceable.
Friends and family are not.

We cannot even begin to imagine what our Grand Lake friends have gone through from the devastation of the East Troublesome Fire this month. This year has been unrelenting, but our community is strong, and we will make it through together.

In response to the wildfire devastation, our friends at Cabin Works announced that they would match donations to the Grand Foundation’s Wildfire Emergency Fund, dollar-for-dollar. We want to keep up the momentum that they have started and announce that Wealth Management Services and American Portfolios will be matching funds to this fundraiser up to $4,000. This means that your donation is doubled until matching funds run out!

In order for your donation to be matched:
1. Use the link below to go directly to the Grand Foundation’s Wildfire Emergency Fund.
2. In the Note/Specifications field, be sure to enter "Wealth Management Services" so that your donation will be matched.

Click here to donate to the
Grand Foundation Wildfire Emergency Fund

08/10/2018

Thanks to all those that came out to our annual client appreciation BBQ at Music in the Park last night. With food catered by Smokin' Moe's, free drinks, and live music by Huge in Germany, we had a great evening — We couldn't do it with out you!

08/01/2018

Wealth Management Services was proud to be a sponsor of this event supporting both Trout Unlimited and the health of the rivers in Grand County!

06/29/2018

Had a great time supporting the Fraser Valley Lions Club Annual Golf Tournament and Fundraiser! Come stop by our office to see how we can help support you and your finances.

05/22/2018