Work, Love &#38; Play,<br/>The Great Balance Wheel of One's Being

Work, Love & Play,
The Great Balance Wheel of One's Being

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide guidance and insights.

Meet Elizabeth Meier | Accredited Financial Fiduciary and Behavioral Financial Coach – SHOUTOUT COLORADO

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From One Professional to Another / Let&#8217;s Work Together

From One Professional to Another / Let’s Work Together

Success is rarely a solo journey. It’s the collective impact of both the known and the unknown that shapes our paths and defines our achievements. Use our expertise to design a path to pursue your success.

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Our Clients

Helping investors from every background

Retirees &#38; Pre-Retirees

Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Women

Women

Understanding your unique needs

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

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What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team is comprised of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Assess

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Implement

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Ways We Give Back

Ways We Give Back

Giving back creates a positive impact, brings fulfillment, strengthens bonds, and contributes to a better world for everyone. Here’s how we contribute at Salt Creek Wealth Management:

  1. Volunteering at Local Events: We actively participate in community events, whether it’s helping to teach financial literacy classes, assisting at local food drives, or volunteering at charity events. These experiences allow us to connect with others and make a tangible difference.
  2. Promoting Local Businesses: We believe in supporting local businesses. By shopping at neighborhood stores, attending farmers’ markets, and recommending local services, We contribute to the economic growth of our community.
  3. Mentoring and Tutoring: We volunteer our time to mentor students and tutor them in subjects they find challenging. Education is essential, and helping young minds succeed is incredibly rewarding.
  4. Environmental Stewardship: We actively participate in environmental initiatives, such as clean up drives, recycling programs, and advocating for sustainable practices. Our planet deserves our care and attention.
  5. Spreading Positivity: Whether it’s a smile, a kind word, or a small act of kindness, We believe positivity is contagious. By being friendly and supportive, we hope to create a ripple effect of goodwill.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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