In 2024, I built my own private firm, Onward Wealth Management, in affiliation with Commonwealth Financial Network. Prior, senior processor for large corporate 401k division at JPMorgan Retirement, Empower Retirement. I graduated from the UMKC with bachelor's in business administration, finance. I married my wife, Alison, in March 2022; she is my forever camping partner. We live in a giant playgro
und and it's important to us to see it all. My goal is help you find comfort in your finances. Together, we partner to build a Financial Map that will guide us to help you realize your financial dreams for both you and your family. My vision is to create, build and expand on client relationships through finding what is important to you and earning your trust in me and the plan. I believe that it is important to invest my time in understanding my clients' dreams and values before they invest their money. My goal is to help people develop a strategy geared toward long-term goals, while always keeping an eye towards their legacy. I use an established process to develop personalized strategy maps to help clients achieve their goals and reach the ideal retirement destination. Once we map out the route, I maintain consistent contact to inform them of any developments, work closely with them and their CPAs, attorneys and other professionals, always keeping client information confidential. I am proud to serve a wide variety of clients, goals range from planning/living a successful retirement, to growing wealth, to leaving a healthy legacy and protecting their estate. I often work with multi-generation families to develop distinct strategies of wealth transfer; ensuring the ones left behind are left better than they were before. Many of my clients are small business owners with whom I create strategies for business succession, asset growth, and tax reduction. First, we need a map. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html
Onward Wealth Management is located at 15708 E Grand Ave Aurora, CO 80015
720-601-7440
[email protected]
