Been with them for over 5 years for tax services. Happy with their results. All staff are friendly…read moreand helpful providing direct answers to any questions I may have.

Nick makes big financial mistakes that cost thousands of dollars,, doesn't follow up ever, doesn't…read morehit tax deadlines before due dates, can't handle complex accounts, and never gives any advance notice before large amounts of money are due. I guess he has an F rating in my opinion.

A++++ Dakota Bramhall has been invaluable over the last few…read moreyears, always going above and beyond to be helpful, supportive and professional on every level. His work ethic is outstanding and at the highest level. My entire family has benefited from Dakota 's knowledge and advice regarding all financial matters, communication skills and never ending commitment to excellence and professionalism. I will continue to recommended him whenever the opportunity arises.

From the owner: We specialize in building financial plans for small business owners and individuals. Emphasis on…read morereducing risk and investment selection optimization. Local to the community here in Colorado. One on one custom tailored financial advice. Regular meetings. Anytime access online or in person.

I would highly recommend CO wealth group to anyone who is currently shopping around for wealth and…read morefinancial advisers. Jacob is trustworthy, reliable, honest and transparent. They have a pretty unique business model, and I really liked their enthusiasm about Socially Responsible Investing which was a huge factor. We are now partners, and I'm always more than willing to send my clients their way.

Steve & Jacob have been over the top. They not only are great financial advisors they have been…read morevery helpful with a lot of other follow-up issues as well. I can't say enough good things about them! Good job CWG!!!