Sopris Wealth is a female owned and operated, independent financial services firm. We are based in Fort Collins, Colorado and offer comprehensive financial planning services. We counsel our clients on areas like retirement, tax-advantaged investments and wealth transfer strategies. Sopris Wealth advisors also provide financial planning, income strategies, estate and inheritance planning, and many other services. Our advisors have extensive experience managing different asset types, including stocks, bonds, real estate and alternative investments.
Our mission at Sopris Wealth is financial empowerment through personalized planning and education. Our core values are Integrity, Empowerment, Stability, and Balance. The company’s Partners are Kristina Paz, Ann Neal and Jessica Beck, CFPⓇ. Kristen Lynn is our Practice Director.
Learn more about the Sopris Wealth and our team here: https://www.sopriswealth.com/
Cambridge Investment Research, Inc. is an independent broker/dealer, who holds responsibility for regulatory compliance and adherence to security rules. Cambridge does not offer any proprietary products.
National Financial Services is the advisor platform from Fidelity, which offers clearing and custody, tax reporting, credit management, financial planning, and advisory services.