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Wealth Management

As a leading Financial Planner in Englewood, Colorado, we are committed to helping individuals achieve financial success and overall prosperity. Our tailored approach to wealth management sets us apart, ensuring every client receives personalized attention and a strategic financial plan designed for their unique circumstances.

What is Wealth Management?

Wealth Management is a comprehensive approach to financial planning and investment management. At JP Morand Wealth Management, we go beyond traditional financial services. We understand that true wealth encompasses more than just monetary assets—it includes dreams, aspirations, and the desire to lead a fulfilling life. Our approach is centered around the individual client and families, focusing on their specific goals, values, and circumstances. We believe that true success is achieved when financial stability aligns with personal fulfillment.

Wealth management is invaluable for individuals seeking a comprehensive and strategic approach to their financial well-being. It's particularly beneficial for those with substantial assets, intricate investment portfolios, or complex financial situations. A skilled wealth manager, such as JP Morand, provides experience seeking optimization with investments, mitigating risks, and strategically planning for long-term financial goals such as retirement, estate planning, and legacy building.

Financial Services Offered

  • Financial Planning: Our experienced Financial Planners in Englewood, Colorado, work closely with clients to create customized financial plans. These plans encompass budgeting, savings, investment strategies, retirement planning, and more, all tailored to suit your individual goals
  • Wealth Management: Our Wealth Management services go beyond mere asset allocation. We take a holistic view of your financial situation, considering factors like risk tolerance, tax implications, and long-term goals. This ensures that your investments are aligned with your broader financial objectives.
  • Investment Advisory: Our experienced advisors provide personalized investment recommendations based on a deep understanding of market trends, diversification, risk management, and your specific financial situation.

The market indexes discussed are unmanaged and generally considered representative of their respective markets. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost.


What does a wealth manager do?

A wealth manager is a financial advisor who takes a comprehensive approach to managing a client's financial life. This includes creating and implementing personalized financial plans, providing investment advice, managing portfolios, and ensuring that all financial decisions align with the client's goals.

Is it worth paying a wealth manager?

Absolutely. A wealth manager brings expertise, experience, and a holistic approach to financial planning. They have a deep understanding of the intricacies of the financial world and can help you navigate complex decisions. By working with a wealth manager like JP Morand, you're not just paying for a service—you're investing in your financial future.

What sets wealth management apart from traditional financial planning services?

Wealth management takes a more comprehensive and personalized approach to financial planning. It encompasses not only investment strategies but also considers factors like tax planning, estate planning, and risk management. This holistic perspective aims to make every aspect of your financial life optimized for long-term success.

Why Choose JP Morand Wealth Management?

With over 43 years of experience and a client-centric philosophy, JP Morand is your trusted partner in achieving financial success. Our Financial Planners in Englewood, Colorado, are dedicated to understanding your unique needs and tailoring strategies that lead to tangible results. Are you ready to take the first step toward mastering your finances? Schedule a complimentary consultation today. We can’t wait to get to know you and help you to make the most of what you have!

Make an Appointment 

We want to help you transform your dreams and aspirations into actionable financial strategies. From growing and preserving your wealth, planning for your family’s educational goals, and living out your golden years in comfort, we are here to help you do it. Let us guide you toward a future filled with prosperity, growth, and peace of mind. Contact us today for a complimentary consultation–we would love to get to know you better!

No investment strategy can guarantee a profit or protect against loss.

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