pi Wealth Management

Wealth Before Money

Financial planner in Greenwood Village, CO (show on map)

5.0

★★★★★

1 reviews

Pi Wealth helps clients achieve financial success through personalized wealth management, investment strategies, and comprehensive planning for retirement, estate, and tax needs.

Call (303) 337-9040

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About

Pi Wealth is a financial advisory firm dedicated to helping clients achieve their financial goals through personalized wealth management, investment strategies, and comprehensive planning for retirement, estate, and tax needs. With a focus on 'Wealth Before Money,' the firm emphasizes the importance of family, experiences, and personal fulfillment alongside monetary assets.

Services include investment management, retirement planning, estate & tax planning, and detailed analysis of net worth, cash flow, and life factors to calculate success probability. The team, led by experienced professionals such as Dan Whitehead (Founder & Family CFO), Brett Asay (LPL Financial Advisor), Emily Tarletsky (CFP®), Michael F. Kwak (CFP®), and Ryan & Luke Gunther, provides evidence-based, academically grounded financial advice while considering the unique complexities of each client's financial landscape.

Evidence-based investment philosophy

Holistic '3.14 FORMula' approach

Personalized family-focused financial planning

Services

Wealth Management

Comprehensive financial planning and wealth management services tailored to individual client goals.

Personalized financial planning Investment management Retirement planning Estate & tax planning

Investment Management

Evidence-based investment strategies aligned with client objectives.

Academically grounded investment philosophy Diversified portfolio management Risk assessment and tolerance analysis

Retirement Planning

Strategic planning to ensure financial security in retirement.

Retirement income analysis Social security optimization Distribution rate planning

Estate & Tax Planning

Planning to preserve and transfer wealth efficiently while minimizing tax impact.

Estate planning documents (will, trust) Tax strategy development Insurance coverage analysis

Net Worth Analysis

Comprehensive evaluation of personal, business, and real estate assets.

Personal asset assessment Business valuation Real estate analysis

Success Probability Assessment

Quantitative analysis of the likelihood of achieving financial success based on net worth, cash flow, and life factors.

Integration of net worth, cash flow, and life factors Statistical modeling of success probability

Credentials & Certifications

CFP®

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

What is the '3.14 FORMula' and how does it apply to my financial plan? +

The '3.14 FORMula' integrates Net Worth, Cash Flow, and Life factors to calculate Success Probability, providing a holistic view of financial health and future outlook.

How does Pi Wealth determine my risk tolerance? +

Pi Wealth uses a risk tolerance quiz and detailed analysis of your financial situation to assess how much risk you are willing to accept in your investment portfolio.

What types of insurance coverage does Pi Wealth recommend? +

Pi Wealth evaluates life insurance, disability insurance, and umbrella policies to protect clients' assets and provide financial security for families.

How is net worth calculated for personal, business, and real estate assets? +

Net worth is determined by aggregating the total value of personal investments, business ownership percentages, and real estate holdings, including homes and rentals.

What is the significance of the name 'Pi Wealth'? +

The name 'Pi Wealth' reflects the firm's evidence-based, academically grounded approach to finance, symbolized by the mathematical constant π, and emphasizes the importance of both quantitative and qualitative factors in wealth management.

How does Pi Wealth ensure the longevity of my retirement savings? +

Pi Wealth employs a distribution rate strategy, typically around 4%, to ensure retirement savings last throughout retirement while accounting for inflation and lifestyle needs.