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True Wealth Advisors, Inc.

Financial planner in Greenwood Village, CO (show on map)
Google 5.0
★★★★★
3 reviews

Greenwood Village faith-based financial planning firm, CERTIFIED KINGDOM ADVISOR, serving individuals and families with Christian financial principles.

Call (720) 862-3905
Navigate to Visit website
True Wealth Advisors, Inc. website

About

True Wealth Advisors Inc. is a faith-based, Christian financial planning firm located at 5299 DTC Parkway Suite 1350, Greenwood Village, CO 80111. The firm is led by a team including Mason Samuels CKA CRPC AIF, Alex Goldstein CRPC, Lloyd Sprague MBA, Sam Grizzle, Ryan Nuu CRPC, plus three support staff.

The firm is certified as a Kingdom Advisor firm, integrating Christian faith with financial planning principles. Services include financial planning, investment management, and retirement planning.

Faith-based, Christian financial planning
CERTIFIED KINGDOM ADVISOR credential
Multi-credential team (CKA, CRPC, AIF, MBA)

Services

Financial Planning

Comprehensive financial planning integrating faith-based principles.

Comprehensive planning Faith-based approach

Investment Management

Portfolio management and investment strategy.

Portfolio management Asset allocation

Retirement Planning

Retirement planning and income strategy.

Retirement income 401(k) planning

Credentials & Certifications

CERTIFIED KINGDOM ADVISOR (CKA)
Chartered Retirement Planning Counselor (CRPC)
Accredited Investment Fiduciary (AIF)

Reviews

Google
Rating
5
★★★★★
Reviews
3

Frequently Asked Questions

What is True Wealth Advisors? +

True Wealth Advisors is a faith-based, Christian financial planning firm in Greenwood Village, Colorado. The firm is certified as a Kingdom Advisor.

Where is True Wealth Advisors located? +

The firm is located at 5299 DTC Parkway Suite 1350, Greenwood Village, CO 80111.

What credentials does the team have? +

The team includes Certified Kingdom Advisor (CKA), Chartered Retirement Planning Counselor (CRPC), Accredited Investment Fiduciary (AIF), and MBA.

Contact True Wealth Advisors, Inc.

True Wealth Advisors, Inc.
Category
Financial planner
Wheelchair Accessible
Call (720) 862-3905

Opening Hours

Sunday
Closed
Monday
8:30 am–5 pm
Tuesday
8:30 am–5 pm
Wednesday
8:30 am–5 pm
Thursday
8:30 am–5 pm
Friday
8:30 am–5 pm
Saturday
Closed

Location

Location of True Wealth Advisors, Inc., 5299 DTC Blvd #1350, Greenwood Village, CO 80111 · View on Google Maps

Screenshot Gallery

True Wealth Advisors, Inc. page
True Wealth Advisors, Inc. page
True Wealth Advisors, Inc. page
True Wealth Advisors, Inc. page
True Wealth Advisors, Inc. page
True Wealth Advisors, Inc. page
True Wealth Advisors, Inc. page
True Wealth Advisors, Inc. page

Get in Touch

Ready to work with True Wealth Advisors, Inc.?

Reach out today to schedule a consultation.

(720) 862-3905

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