Four Points Wealth Management

Four Points Wealth Management Four Points Wealth provides comprehensive wealth management services. Advisory Services offered.

Taylor Leary is a Denver based CFP and owner of Four Points Wealth Management. A driving force behind forming Four Points Wealth Management is to elevate the wealth management industry by putting clients interest first and creating a culture of sound values and principles. We embody four core principles: Dedication, Authenticity, Growth, and Grit.

DIY works, until it doesn't.For a lot of high earners, there's a point where the financial picture becomes complex enoug...
06/09/2026

DIY works, until it doesn't.

For a lot of high earners, there's a point where the financial picture becomes complex enough that managing it alone starts costing more than it saves. Not just in dollars, but in time, clarity, and peace of mind.

If any of these signs feel familiar, it might be worth a conversation.

I work with some of the most driven, capable people I've ever met.And almost every one of them has said some version of ...
06/05/2026

I work with some of the most driven, capable people I've ever met.

And almost every one of them has said some version of this: "I'm earning more than I ever thought I would and I still feel behind."

That's not a failure. That's what happens when your financial life grows faster than your financial plan.

More income creates more decisions: taxes, equity, insurance, retirement accounts, business risk, estate considerations, family goals. The complexity compounds.

Clarity doesn't come from earning more. It comes from having a plan that actually keeps up.

05/25/2026

Last week I posted about how financial success is less about information and more about follow-through. And how that's one of the areas where AI financial planning falls short of an in-person advisor.

Another part of the equation is the fact that most financial decisions are emotionally driven. We make major decisions based on market volatility, job loss, divorce, a death in the family, and so on. And these moments can completely change the way we think and feel about money.

AI can provide information quickly. But navigating uncertainty, emotion, and difficult life transitions still requires human judgment, empathy, and trust.

This is just one of the reasons I'm not worried (yet) about AI taking over the financial planning industry. If you want to deep-dive into my thought process here, feel free to check out my latest blog on the topic.

https://fourpointswealth.com/will-ai-replace-financial-advisors-why-human-advice-still-matters/

05/22/2026

It might surprise you that information alone doesn’t create financial success.

If it did, AI would feel like a real threat to the financial planning industry. But what folks often underestimate is the fact that 'more information' isn't the key to growing wealth. If it were, most people would already be wealthy.

In general, most folks already know they should save more, spend less, review their insurance, etcetera. The challenge usually isn’t 'knowing what to do.' It's actually doing it.

Human behavior is what gets in the way of building wealth. Clarity, confidence, accountability... these are the attributes a good financial advisor can provide to their clients. And right now, AI doesn't have the capacity to match that.

What do you think?

Technology can make financial planning smarter.But it cannot replace the human work of understanding your values, naviga...
05/19/2026

Technology can make financial planning smarter.

But it cannot replace the human work of understanding your values, navigating uncertainty, managing fear, and making decisions in real life.

The best financial planning is not anti-technology. It's a human-centered strategy supported by better tools.

That’s the future I believe in.

Cash value insurance gets talked about a lot, but it is often misunderstood.For some high-income individuals, it can pla...
05/19/2026

Cash value insurance gets talked about a lot, but it is often misunderstood.

For some high-income individuals, it can play a role in estate planning, liquidity, long-term protection, or tax strategy.

For others, it may be too expensive or unnecessarily complex.

The point is not to chase the product. The point is to understand whether it fits your actual plan.

05/14/2026

Later this month, I’m planning to share some thoughts on AI’s role in the future of financial planning.

But before we get there, I think it’s important to talk about something the wealth management industry has struggled with for years:

Clearly communicating the value of what advisors actually do for clients.

Last fall, I wrote about how our “Scope of Planning” process at Four Points Wealth helps solve that problem by mapping out exactly what work is being done throughout the planning relationship.

Because good financial planning shouldn’t feel vague.

This clip briefly touches on why that process matters and why I believe the firms that thrive in the AI era will be the ones that can combine technology with clarity, accountability, and real human guidance.

More thoughts on that coming soon.

High earners are often incredibly capable in their careers. But that does not mean their financial lives are automatical...
05/12/2026

High earners are often incredibly capable in their careers. But that does not mean their financial lives are automatically simple.

More income can mean more complexity: equity compensation, taxes, retirement decisions, insurance, estate planning, business risk, family goals, and competing priorities.

That’s where planning matters.

Not because you aren’t smart enough to figure things out, but because your life has become too important to manage reactively.

I’ve seen couples with the same goal approach money from completely different emotional places.One is saving because the...
05/12/2026

I’ve seen couples with the same goal approach money from completely different emotional places.

One is saving because they’re scared. The other is saving because they’re excited about what’s possible.

Neither is wrong. But understanding the difference matters.

A good financial plan does more than organize numbers. It helps people understand the emotions driving their decisions and then build a strategy that supports both security and growth.

Address

6400 S. Fiddlers Green Cir. #250
Greenwood Village, CO
80111

Opening Hours

Monday 7:30am - 5pm
Tuesday 7:30am - 5pm
Wednesday 7:30am - 5pm
Thursday 7:30am - 5pm
Friday 7:30am - 3pm

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