Strategic Advisors

Financial Concepts, based in Colorado Springs, CO, has been serving the San Francisco Bay Area since 1990, specializing in a range of insurance and financial services aimed at helping clients build and protect their financial futures. Led by John Pivirotto, an experienced investment advisor and registered representative, the firm focuses on delivering tailored solutions for both personal and business financial needs. With access to advanced planning tools and strategies, Financial Concepts offers comprehensive services such as business planning, charitable strategies, and retirement solutions, ensuring clients receive appropriate financial guidance. The firm is committed to providing peace of mind through effective life insurance and asset management strategies for residents in California, Colorado, Florida, and Oregon. Generated from the website

Altus Wealth Group LLC is a full-service fiduciary with a team of financial advisors and certified financial planners (CFP) in Colorado Springs, CO.

Resolute Independent Advisors (RIA) is a Colorado Springs-based financial practice founded in 2017 by Todd Baker and Brad Harvey. With over 140 years of combined experience, RIA is dedicated to providing personalized investment and financial management services to more than 850 families nationwide. Their client-focused approach sets them apart, as they prioritize their clients' best interests over firm-dictated quotas on investment products. Committed to serving their clients with excellence and integrity, RIA believes in building long-term relationships and becoming an integral part of their clients' lives. They have assembled a team of experienced investment advisors who share a common vision and have partnered with industry leaders such as Hightower, Charles Schwab Institutional, and Fidelity Investments to support their mission. RIA's unwavering commitment to the fiduciary standard ensures that their clients' wealth is managed to the highest standard.Generated from the website