SHJ Wealth Advisors
Plan for tomorrow. Enjoy today.
5.0
SHJ Wealth Advisors is a fee-only fiduciary financial planning firm serving clients in Denver and across the US for over 30 years with comprehensive financial planning and investment management.
About
SHJ Wealth Advisors is a dedicated group of professionals who serve clients as a calling, not just a job, to help them feel confident in their tomorrow. Based in Denver, Colorado, their multigenerational team of Certified Financial Planners works with clients all over the United States.
For over 30 years their guiding principle has been to act as fiduciaries, meaning they always act in the best interest of their clients. As fee-only financial advisors, they are compensated directly by their clients for advice, plan implementation and ongoing management of investments.
Services
Comprehensive Financial Planning
Customized financial planning tailored to unique circumstances including retirement planning, income planning, college planning, tax planning, insurance planning, and estate planning guidance.
Investment Management
Active investment management including risk tolerance assessment, portfolio design, investment selection, implementation, ongoing market analysis, monitoring, rebalancing, and tax management.
Retirement Planning
Retirement planning services including retirement distribution strategies and employer-sponsored retirement plans.
College Planning
Planning services to help families save and prepare for education expenses.
Tax Planning
Tax planning strategies to help minimize tax liability.
Stock Option Analysis
Analysis of stock options as part of comprehensive financial planning.
Credentials & Certifications
Reviews
