Broker Check

4999 Pearl East Circle
Suite 100
Boulder, Colorado 80301

Wealth Management Solutions


In recent decades, financial advice for affluent families has been myopic: equities, equities, equities and maybe some bonds and real estate. Fast forward to today. Some advisors are telling their affluent clients to sit tight and stay the course. And fear has paralyzed people into doing nothing.

We work with affluent clients throughout the country. They didn’t get there by sitting on the sidelines and watching the world go by. It’s time to increase the control you have over your own wealth by increasing awareness of what’s available.

At TFC, we understand the psychology of the affluent. Our years of experience working with high net-worth families has given us a unique perspective on what they want:

  • Wealth preservation-they want to keep what they’ve earned!
  • To Trust in the advice they are getting and who they are getting it from
  • Simplicity
  • Consistent, tax-efficient income generation
  • Results- they don’t always know how to measure the effectiveness of the advice they are getting
  • Access to new ideas and creative solutions
  • Value for the fees they are paying

Our fiercely independent spirit and results oriented approach gives our clients the opportunity for Consistency of Purpose and Continual Growth. It is a conservative philosophy of wealth management combined with the best and brightest ideas that lead to real value-added results. Avoiding mistakes and capturing opportunities is our mantra-Choose to Know™

Click on the logo below to learn more about the wealth management solutions offered by our sister company