Colorado Wealth Group

I have never felt more comfortable and confident in my financial standing and financial plan. Jessica Beck made the financial planning process easy, understandable and enjoyable! As a young professional building my financial foundation, I can not recommend enough the services Jessica has to offer. More...

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These guys are fantastic. Trust me, I was dragged literally kicking & screaming into this process, however the team at CWG made a laborious process easier & at times even enjoyable ! ! it was a great investment of my time & money. The biggest complement I can give CWG is that I would personally invest in them (not just with them)...from Michelle to Steven, Jacob (top name by the way ), Stacy & Justin the engagement has been a pleasure. More...

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Steve Harp and his team at CWG are amazing. My wife and I hired them as financial advisers 1 year ago. They came up with a long-term financial plan that accounted for multiple future scenarios including early retirement, overseas travel and changes in career. Additionally, they advised us on life / disability / car insurance. The team at CWG can also help monitor your spending habits (with your permission of course) and advice you on better ways to save money and build wealth. In short, if you want world class service, expertise, 24/7 accessibility, this is a place I highly recommend. More...

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Michelle took great care in looking at my over life, goals and plans before making recommendations. She was creative and clearly knows what she is doing. I highly recommend her when deciding what steps to take towards financial freedom! More...

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I haven't used their the financial services of this company, but I have had dealings with one of their employees, Jessica. Jessica has impeccable communication skills. In my experience with her the way she articulates herself reassures me that this must be one of many reasons why her firm has nothing but glowing reviews everwhere I look. More...

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Colorado Wealth Group brings the personal approach to financial planning you always hope for, but never quite get from other people. They start by getting to know you, then build a plan around your future. CWG stays with you to keep you on course. We always recommend Colorado Wealth Group to our clients. - Debbie Breitman, Mindful Business Solutions More...

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I feel more comfortable in the holistic management and governance over my financial future. I always knew I was not optimizing my finances, so it felt like a big relief when I could have “a simple to understand,” but thorough evaluation of what was working and what I needed to do better with my money. And having a firm I trusted to manage it for me. I think there are so many ways to diversify and manage money, that you need to really know and trust others to help you do a better job than you could yourself. I felt that way with CWG. It was the first time ever where I felt like you evaluated every aspect of my current situation against my future goals. I trust them and appreciate their personal touch on all that they do. I have referred family members because I believe in what they do. More...

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MUST READ....If you are looking for a group of individuals to treat and advise you as if you are their family, you found the right place. My wife and I have worked with other advisors and none of them have treated us the way Jack McCaddon and company have! We are not treated as just another number or a policy. His ability to provide a structured, technical, financial plan that provided us the flexibility to live today, yet meet our future goals as a family, was very impressive. If you want an advisor and a team to protect you in the here and now, provide for your future needs and save you a seat at the dinner table.....Jack McCaddon at Colorado Wealth Group needs to be your financial professional! More...

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I worked with Michelle Tollar at Colorado Wealth Group and am beyond pleased with the service I received. My husband and I were expecting our first child and needed to get all our ducks in a row before little man arrived. Michelle did a complete and thorough evaluation of our finances and made recommendations on retirement, insurance, general savings and more. Wealth is a highly personal thing and we received nothing but respect and sound counsel throughout our entire process. I have incredible peace of mind knowing my husband and I are on the right track for retirement and that our son is also set up for financial success. Thank you, Michelle and staff, for your incredible care! I can’t recommend them enough More...

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My husband and I switched to Colorado Wealth Group from another financial company, and are very glad we did! Our accounts are making more, and we are comfortable knowing that they have been placed in the proper funds for our future needs. All the employees have been extremely helpful and thorough. More...

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My wife and I went into Colorado Wealth Group for help with planning and diversifying our financial planning, retirement planning, and life insurance. We are a young(er) couple who needed a jumpstart and model to show us how we could realistically plan and prepare for our financial goals and aspirations in the future. There was absolutely no pressure to buy unneeded products or services and CWG gave us all the knowledge and insight we could want. They evaluated, reviewed, and planned our financial goals and walked us through every step to show us what we needed to do to in the short, medium and long term. Jacob Ray and Steven Harp are incredibly professional, courteous, and knowledgeable. I would recommend NO ONE else other than CWG! They genuinely care about their clients and their success and want to help anyone at any financial stage achieve their goals. And make sure to meet with Jacob Ray if you need a brand new financial plan or don't have one started yet, he'll build it from the ground up and will personalize it specifically to meet your goals! This company really is amazing and they invest their time and money into the Denver community around them, which makes them that much better. Don't go anywhere else, you won't regret it! More...

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Colorado wealth Group has been amazing. The future finance conversation tends to get a little overwhelming for me. I have never liked talking about it or going through the process. CWG made me feel at ease the entire time. They were able to explain things in ways that i could understand and apply. At the end of the process I found myself excited about the next steps and staying involved in the best way to get the most out of my financial planning. Jack McCaddon was professional and personable. Thank you Jack and CWG for making this part of my life easy! I will continue to recommend CWG to all my friends and family. More...

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Steve and team have been phenomenal; the knowledge, customer service, and commitment to my financial success is unparalleled. You'd be hard pressed to find a better Financial Adviser in Colorado! More...

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I have worked with the advisers at Colorado Wealth Group for several years. Their team provides top-notch financial services. I would refer them to my friends or clients without hesitation. More...

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I vetted Steven Harp at CWG like I was practically dating him (dinner, golf, etc.). I was anxious like most about committing to a financial advisor. I even ran ideas he threw at me past other advisor I trust. Things he said always checked out and in the end I'm very happy we found him. The proof is always in the numbers but I have little doubt CWG will continue to be the right choice. More...

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We've been working with Steven Harp, Jacob and his team since 2015. They have been great working with us. Though we're out of state, they always accommodate and are available for us in our time zone. They come prepared to meetings with a plan every time and work hard for us to make sure we understand what goals will be best for us. I feel like I'm working with a team that cares about us and our goals and is skilled enough to help us make them happen. More...

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My wife and I have been very pleased in working with Colorado Wealth Group. Not only helping us understand better about where and how we can diversifying our finances to better benefit our lives now, but how we can rest assured that our future financial goals (as well as health benefits) will be met and covered with the great services and products CWG is able to offer. We have felt like family since day one and that is how we are treated. Highly recommend and so glad we moved our business to this great company. Thank you Steve! More...

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Jack McCaddon and Steve Hart are very professional. They give attention to detail and are a wealth of information and insight. Highly recommend their services.

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We've been working with Steve for almost 5 years! He is very knowledgeable, and trustworthy. He also surrounds himself with great staff. Jacob is extremely great to work with. Both are very responsive. We feel they have our best interest in mind when we are talking about our current situation, and the future. I have recommended, and will continue to recommend, Steve Harp and Colorado Wealth Group. More...

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My wife and I have been working with Steve Harp since 2010, and have been nothing but impressed with him! Steve has always been knowledgeable and professional and has greatly exceeded our expectations for a financial adviser. I would highly recommend him if you are searching for someone to manage your retirement portfolio. More...

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Colorado Wealth Group is fantastic !! They are so unique, authentic, and caring about their clients. Nick Weisert and Steve Harp are incredible, and they are unbelievably detailed in their approach, and very focused on the success and well-being of their clients. I would recommend CWG, Nick and Steve to anyone interested in fantastic financial planning and wealth management. More...

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We have been dealing with Michelle at Colorado Wealth Group. Michelle has been such great help in planning for life insurance as well as retirement. Treats us like family! Plan on continuing to work with her as my life changes. More...

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Steve and his team always make sure I’m covered so I can focus on the next big thing!

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Colorado Wealth Group is the best in the business. Steve and his team are exceptionally kind, trustworthy and EXTREMELY knowledgeable. I’m So happy to have found them. GREAT location too! More...

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There is a lot of confusion about finances for people my age. Steve and the people at Co Wealth Group simplify investing and retirement planning, making people feel secure. They have knowledge and skill on a very deep level. I recommend them highly. More...

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So impressed with Steve and his team at CWG! It feels so good to have a plan in place. They take a holistic approach, reviewing everything including investments, insurance, real estate, tax implications, etc. Could not be happier with their service! More...

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Colorado Wealth group’s team is absolutely amazing. Steve has been my financial advisor for nearly 10 years and I’ve been nothing but impressed. I have complete confidence in this team and would highly recommend them to anyone. More...

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I've been working with Steve for the past 4 years. I was hesitant to work with any financial planner at first, but over time, I've come to trust Steve and his team without reservation. I have witnessed firsthand how their tailored plan, put in to action has gained me a diversified portfolio and a huge amount of flexibility in my investments. Steve and his team are responsive and constantly keeping my investment strategy fluid as both my goals/needs and the market change. I'd highly recommend Steve to anyone looking for a financial advisor, he is a true professional. More...

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I am very thankful to have found the Colorado Wealth Group. After a thorough initial consultation, we firstly identified a number of pressing concerns. During my follow up consultation with Steven, all my concerns were alleviated. I now have protection for my family and business. Secondly, we are creating a long term strategy that will be systematized and seamless. I would highly recommend a consultation with the Colorado Wealth group if you have any financial planning needs. More...

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Michelle Tollar & Colorado Wealth Group are fantastic! We were looking for a partner to take us into retirement, and wanted the team to provide us with progressive investments and advice. We wanted financial advisers who are accessible, proactive, and highly knowledgeable. These guys do just that, providing top notch and very personalized customer service which you just don't find any more. Thanks for everything you do! More...

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I have only been associated with CWG for a couple months, transferring assets from another firm. I was familiar with Michelle Tollar in another environment and it just seemed a great fit to be involved with her again. Had initial consult with Steven and Michelle which included a wealth of information and expertise and putting me back on the right track. Some of this stuff goes right over my head, but Michelle is knowledgeable, extremely personable and explains things in terms i can understand. I look forward to working with Michelle and the rest of the team! More...

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From the first meeting we had with the Colorado Wealth Group we could already tell they were different from the rest. We work with Jack McCaddon and together with the team, he is exceptional and beyond our expectations. They're knowledgeable, efficient, and timely in everything they do. They're not the cookie cutter type, everything is tailored to your specific needs, wants, and goals. We love working with them and are so glad we found them for our financial planning. I would HIGHLY recommend the Colorado Wealth Group! More...

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These guys are the best! I spent about three months interviewing financial planners and after an exhaustive search I'm so glad I found Colorado Wealth Group. IMO what separates them is they customize a plan that fits your specific needs more so than the other big box firms I talked to. They use some advanced analytical modeling that I had not seen at their competitors and it's clear that they really have your best interest in mind. Once you spend some time with them it's easy to see they are the real deal, and some of the smartest guys I've come across. Cannot recommend them enough! More...

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My wife and I are very excited to work with Colorado Wealth Group. Neither one of us really understood how to plan for retirement. We now have a detailed plan and are much more at ease.Everyone at CWG is knowledgeable, professional, courteous, and very helpful. We are excited about our personalized plan for our social security, our investments and taxes.Thanks CWG, Steven, Chris, and Jacob. We have and will recommend CWG to family and friends! More...

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My husband and I were referred to Colorado Wealth Group by a friend and it has been our best financial decision. We have been amazed by how in depth our plan went and how easy everyone at Colorado Wealth Group made the process. Our experience with John, Steve, Jacob and Wynona was personalized, detailed and perfect for us. We recommend highly. More...

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Great facility, great people-- comfortable and trust-worthy environment and we're always greeted with a glass of wine!

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My wife and I have worked with Steven Harp and Jacob Ray for several years now and are very happy with their services. We wanted financial advisers who are accessible, proactive, and highly knowledgeable. They have exceeded our expectations with in-depth analysis of all our finances, retirement and insurance needs. Above all, they provide top notch and very personalized customer service which I think is hard to find these days. I highly recommend Colorado Wealth Group to anyone whether they are just starting their career or approaching retirement. More...

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This is an exceptional group of people that actually delivers truly wholistic financial planning versus peddling insurance/investment products. They take the time to understand your goals over the course of time and then they put together a very detailed plan of what each step will look like to hit these goals over time. I've recommended them to many of my friends over the years and will continue to do so. More...

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Steve and his team have been helping us for the past year and a half. They are very forward thinking and pro-active. They listened to our needs and future plans and have put together a retirement plan that will ensure a stable and secure financial future for us and our children. They have always been available to answer questions by phone, email or with a meeting. They are a very good group that we highly recommend. More...

Reviewed on Google Maps

All of the people at Colorado Wealth Group are top notch. Steven Harp really takes the time to listen to his clients' needs and goals, both immediate and future. He will devise a plan just for you, carefully considering your income, goals, and comfort level for risk. Also, Alyssa and Jacob are always extremely helpful. If you have a question or problem with your accounts, they are just an email away and are very responsive. Bonus: they all have a great sense of humor and are so pleasant to deal with. This is not your ordinary, stuffy investment firm! More...

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I've hired Steve Harp and his associates now for several years. It's been an overall enjoyable experience. I feel that they understand me and, more importantly, how I think as an engineer. They cater to my needs and put my analytical mind at ease with sometimes lengthy whiteboard sessions at my request. More...

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We've been working with Steve and his team for 4 years now and couldn't be happier. We consider ourselves pretty clueless on financial matters and with Steve's help we've completely changed our habits and are finally preparing for our future. It's nice to finally feel like we're on track and headed in the right direction. We sleep better at night! More...

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Four years ago, Steve from Colorado Wealth Group helped my husband and I with our finances and retirement planning. We have learned a ton over the last years and trust him to put our needs first. We have recommended him to family and friends and everyone is extremely happy with Steve's work ethics and the results. I highly recommend him to anyone that is either starting their financial journey or those that are high net-worth individuals! More...

Reviewed on Google Maps

I've been working with Steven Harp and his team for several years now and it has really been a positive experience. He really is committed to his craft and it shows.

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After a long and lengthy search for the "right" advisor, we landed across Colorado Wealth Group - one of our last stops. After a few insightful meetings with Steve and other team members, it became clear to my wife and I that Colorado Wealth Group was the best choice for us. Not only is it apparent that they are here to help us plan for the future, but they want us to fully understand the process, and to be on board with their financial strategy. It is hard to find genuine advisors in these times, and Steve exemplifies the top notch professionalism that you would expect in an advisor. Their "comprehensive financial plans" are individually catered to your needs and wants, giving you a purposeful plan for the future - one you can trust and rely on. I have referred my friends and family all to Steve and will continue to do so, because we truly believe in his openness, knowledge, and dedication to his clients. CWG certainly separates themselves from the rest of the firms in Denver, and for great reason. More...

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