At Wealth Management Services, It’s All About You

As Grand County’s most experienced financial advisory firm, located in Fraser, CO, we offer you service that is personal, private, and exclusive.  We honor our commitments to you by providing education, attention, and being helpful in ways you will not find elsewhere:

• Understanding your goals in life and how you feel about money
   
• Advising you investing, retirement, estate planning, insurance, and other issues
   
• Designing a plan to address a single aspect of your finances
   
• Developing a financial plan showing what is necessary to fund your goals in life, including retirement planning.
   
• Tailoring your portfolio to your goals and ability to withstand market losses
   
• Monitoring your investments and providing quarterly performance reports
   
• Clarifying everything we do for you—investments, fees, and financial plans

Advice Based On Your Unique Financial Personality

Understanding you is as important as understanding your money. A huge factor in understanding your money is understanding that you MUST plan for your retirement as early in life as you can. No one knows what the future holds, but proper planning for retirement can help to ensure that your later years will be comfortable.

With all this in mind, we can:

• Help you achieve a better quality of life by balancing life and money

• Assist you in making financial decisions aligned with your financial disposition

• Facilitate better understanding and positive dialogue between couples and families

• Partner with you to build a plan that will help you achieve your life goals

Joe Rooyakkers and Ryan Weier at Wealth Management Services have been serving the Winter Park Fraser Valley and all of Grand County since 2000. Talk to us to find out what Wealth Management Services can do for you.