I work with my clients to design a personal financial plan based on their goals and objectives. This strategy focuses on helping them become more confident about managing their financial objectives though education and coaching. It is designed to provide solutions to both your everyday and long-term financial questions and is personalized to meet the needs of high net worth individuals and especia
lly business owners. We will work together to continually monitor progress toward your financial goals with your own personalized website that continuously updates changes to your plan based on changes in market conditions and your individual situation. As a Registered Investment Advisor, I am not tied to allegiances or requirements to work with any financial institutions, it is up to my clients to decide where and how to invest their money. However, the most important difference between a Registered Investment Advisor and your typical Broker (even if both are called Financial Advisors) is that, as an Registered Investment Advisor, I have a Fiduciary responsibility to my clients. Specialties:
Retirement Planning Strategies
Retirement plans for employers
Executive and employee benefits
Charitable giving
Estate planning strategies
Domestic partner planning
Insurance cost reduction strategies
West Slope Advisory Services, LLC (DBA Delphi Wealth Management) is a Registered Investment Advisor in the States of Colorado, California, Oregon, Texas and Washington. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. I am licensed and registered to conduct business as a resident of CO. Based on licenses and registrations I hold, I may also conduct business in HI, OR, TX, UT, WA, NM, WY, CA,, AZ, NV, ID, WI, VA, MD. CA Insurance
