Phase 2 Advisors
Your Choice for Financial Services
Private Wealth Management and Retirement Planning
Institutional Quality Investment Management Services
May you live as Long - and as Well, as You Wish
We are a Fiduciary
Learn the Difference between Fiduciary and "Best Interest"
We would like to thank you for taking the time to visit our website to find out more about Phase 2 Advisors.
We help successful individuals and their families create and live - a life that is of significance to them. As Wealth Managers, we work with a network of professional advisors (CPA's, Estate Attorneys, and Personal Liability experts) to help our clients maximize the probability of them being able to achieve everything that is most important to them.
While we have clients that are scattered across the US in several different states, and even a couple that spend a large portion of their time overseas, the majority of our clients live in Northern Colorado (Fort Collins, Denver, Loveland, Greeley, Estes Park, Sterling), and Wyoming.
One of the biggest compliments a firm can have, is when other high level financial professionals that we have worked with for several years, decide to choose Phase 2 Advisors to help them with their own personal investments and wealth management.
We would like to have the opportunity to see if we might be able to do the same for you.
We use a comprehensive process to help our clients address each of their five key concerns, by helping them:
Wealth Management, Retirement Planning and Financial Planning are about more than just investment advice. Therefore we begin our relationship with clients by finding out more about them first during an in-depth Discovery Meeting.
The Discovery meeting helps us evaluate where you are now, where you’d like to be, and help you identify any gaps. We have built our business on integrity, so by the end of the Discovery meeting we will be able to evaluate if your current providers are doing a good job for you, and if they are we will let you know.
We only take on a limited number of clients for whom we can have a significant impact. If we’re the right team for you, we will let you know. If we’re not, we’ll refer you to someone else who can take great care of you.
In that meeting, here are some of the areas of your life that we will discuss:
If you are interested in having a Discovery Meeting to start a conversation with us, we’d be happy to meet with you either in person or virtually.
The Discovery meeting takes about 90 minutes and is strictly confidential.
Let's talk about your investment strategies.
We're prepared to guide you through life's transitions.
Wealth Management integrates investments, Tax and Estate Planning.
Current Interest and Market Insights
Access hundreds of articles, videos and presentations
"An investment in knowledge pays the best interest."
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
If you are already a client, we recommend revisiting this section often as a refresher of how to use your personal financial website and to learn how to make the most of this website as well. You have access to a lot of powerful information at your finger tips, and we encourage you to take advantage of them, as often as you can.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.