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Financial Planning & Wealth Management in Golden, CO
 

Retirement planning, investment management, and personalized financial strategies designed to help individuals, families, and business owners across Golden and the Denver metro area build long-term financial confidence.
 


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Trusted Financial Guidance

Golden Wealth Solutions is an independent financial advisory firm in Golden, Colorado, with more than 50 years of combined experience helping individuals, families, and business owners build and manage their financial futures.

We offer personalized retirement planning, investment management, and financial strategies designed around your goals, values, and long-term vision.

Who We Help

Individuals & Families

Individuals & Families


Helping individuals and families organize, grow, and protect their financial lives with personalized planning designed to bring clarity, structure, and long-term confidence.

Professionals<br/>

Professionals



Supporting working professionals with retirement planning, investment management, and strategies designed to help balance growth and financial security.

Pre-Retirees &#38; Retirees

Pre-Retirees & Retirees


Creating retirement income and wealth preservation strategies to help clients transition confidently into retirement.

Business Owners

Business Owners



Assisting business owners with succession planning, retirement strategies, and financial solutions tailored to their personal and business goals.

Individual Planning services


Business Planning Services



Our Fiduciary Promise

As a fiduciary financial advisory firm, we are committed to always acting in your best interests. Our advice is not influenced by proprietary products or outside incentives, allowing us to remain fully aligned with your goals.

We take the time to understand your financial situation, values, and long-term objectives so we can create strategies tailored specifically to you. Our approach is centered on clarity, trust, and helping you make confident financial decisions at every stage of life.

Frequently ASked Questions

What qualifications do GWS advisors hold?

Our advisors hold a range of respected financial certifications, including:

  • ChFC® – Chartered Financial Consultant
  • RICP® – Retirement Income Certified Professional
  • RFC® – Registered Financial Consultant
  • CRC® – Certified Retirement Counselor

Each advisor brings extensive experience in financial planning, investment management, and wealth preservation to serve your unique needs.

How can a financial advisor help me plan for retirement?

A financial advisor helps you assess your current savings, project future income needs, and design an investment strategy that supports your retirement goals. We help navigate Social Security, taxes, and risk management to ensure you’re prepared for a comfortable future.

How do you create a financial plan?

We begin by understanding your goals, values, income, expenses, and current investments. From there, we design a strategy that addresses foundation, accumulation, preservation, and legacy. Your plan is reviewed regularly and adjusted as your life evolves.

What is wealth management, and do I need it?

Wealth management is a comprehensive approach to growing, protecting, and distributing your assets. It integrates financial planning, investment management, tax strategies, and estate planning. Anyone looking to optimize or simplify their finances can benefit from it.

Take the NExt step

If you’re ready to gain clarity and confidence in your financial future, schedule a consultation with Golden Wealth Solutions. We’ll take the time to understand your goals and help you explore a personalized financial strategy built around your needs.


Schedule Your Consultation

Golden Office

Littleton Office

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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