Our affiliate, Colorado Financial Partners, LLC, is a unique group comprised of over 100 independent LPL Financial Advisors located throughout Colorado, as well as parts of Wyoming and Arizona. Western Wealth Advisors, LLC and Colorado Financial Partners, LLC are both associated with LPL Financial, the largest independent broker/dealer in the nation (As reported by Financial Planning magazine, June 1996 – 2017, based on total revenues). As LPL’s largest Branch office in Colorado*, we provide intelligent, caring Wealth Management Strategies to over 30,000 client accounts. These strategies are part of a holistic financial plan that draws together:
- Investment Portfolio Design & Maintenance
- Tax Efficiency Planning
- Risk Assessment (Including Life, Medical, Longevity, Professional Liabilities & Property)
- Document Organization
- Written Goals & Execution Plans
*Based on revenue and number of Financial Advisors.