AFC Wealth

Straight-talking retirement and investment management specialist for professionals, families, and small business owners in Metro Denver.

Financial advisor in Littleton, CO (show on map)

3.0

★★★☆☆

2 reviews

Retirement and investment management firm serving Metro Denver since 1981, founded by Matt Carpinelli.

Call (303) 989-5900

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About

AFC Wealth is the straight-talking retirement and investment management specialist for professionals, families, and small business owners in Metro Denver. Founded by Matt's father David G.

Carpinelli in 1981 as a real estate sales and property management firm, they began building the full service financial management firm in 1998. After Mr. Carpinelli passed in 2001, Matt carried on the legacy. They offer One Page Plans and investment management services.

Serving Colorado since 1981 (45+ years)

Specializes in firefighter benefits and retirement

One Page Plan approach for clarity

Independent firm (not tied to large institution)

Affiliation with Integrated Financial Group Brain Trust

Services

Financial Planning

Comprehensive financial planning for individuals, families, and small business owners to help achieve retirement and other financial goals.

One Page Plan Goal setting Retirement income planning

Investment Management

Portfolio management and wealth preservation strategies tailored to individual risk tolerance and financial goals.

Portfolio management Risk management Wealth preservation

Life Insurance

Life insurance products for protection and wealth transfer.

Life insurance coverage

Retirement Income Planning

Strategies to help retirees or those approaching retirement distribute savings for life.

Income distribution Social Security optimization

Reviews

Rating

★★★☆☆

Reviews

Frequently Asked Questions

What is the One Page Plan offered by AFC Wealth? +

A simple one-page financial plan that helps identify and prioritize future financial needs, with strategies specific to each goal. Goals are monitored regularly and adjusted as needed.

When was AFC Wealth founded? +

AFC Wealth was founded in 1981 by David G. Carpinelli as a real estate sales and property management firm. The full service financial management firm was built starting in 1998.

Where is AFC Wealth located? +

AFC Wealth is located at 8321 Sangre De Cristo Road, Suite 100, Littleton, CO 80127. Phone: (303) 989-5900.

What types of clients does AFC Wealth serve? +

AFC Wealth serves professionals, families, small business owners, firefighters, physicians, and others seeking retirement and investment management in Metro Denver.