The Wealth Conservancy, Inc
The Wealth Conservancy is a wealth counseling firm in Boulder, CO that specializes in guiding clients who have experienced inheritance or sudden wealth.
About
The Wealth Conservancy, Inc. is a wealth counseling firm in Boulder, CO that specializes in guiding clients who have experienced the turbulence of inheritance. They believe inherited or sudden wealth can feel overwhelming and help clients turn this wealth into a powerful ally in pursuing life's greater purpose.
The firm acts as a coach, helping coordinate and align tax preparers, estate planners, attorneys, and other professionals while keeping the client's core life mission at the heart of everything. Services are offered exclusively on a retainer basis - they never accept commissions from any product or service recommended. Their best interest is the only priority.
Services
Wealth Counseling
Guiding clients who have experienced inheritance or sudden wealth to define options and bring balance to their financial strategy.
Retainer-Based Advisory
Advisory services offered exclusively on a retainer basis with no commissions accepted.
Portfolio Management
Investment management through Schwab Alliance platform.
Succession Planning
Succession planning services through Leafplanner platform.
Inheritor's Toolbox
Educational video series for inheritors covering topics like loans to friends, demystifying financial statements, and overcoming shame.
