Two ways this office helps
Private wealth management for individuals and families, and retirement plan work for the employers among them, under one roof.
Private wealth management
Comprehensive planning and portfolio management led by Chuck Prather, CFP®, CFA, built on the belief that a financial plan is individual to each client.
See private wealth workRetirement plan services
401(k), profit sharing and cash balance plans, led by Weston Behlen, CRPS™, with plan design, fiduciary oversight and employee education.
See the plan servicesPlanning that is individual to you
No two households arrive with the same picture, so the plan is built from your goals rather than from a model portfolio.
Financial Planning
An individualized plan, because no two households arrive with the same goals or the same picture.
Learn moreInvestment Management
Portfolio construction and oversight from a CFA charterholder with four decades in institutional and private markets.
Learn moreRetirement Income
Turning what you have accumulated into income that lasts, and staying with the plan once it starts.
Learn moreTax Planning
Withdrawal sequencing and strategies to reduce what you pay across a full retirement.
Learn moreEstate Planning
Passing on what you have built, to family and the causes that matter to you.
Learn moreInsurance Solutions
Protecting the plan against the events that could otherwise undo years of progress.
Learn moreWhat a plan sponsor gets
Design, oversight and education, backed by a national retirement plan practice that advises hundreds of company plans.
Plan Design
401(k), profit sharing and cash balance structures matched to what the company is actually trying to do.
Provider Search & Benchmarking
Recordkeeper and TPA selection, with fees and services measured against the market rather than assumed.
Fiduciary Oversight
3(21) and 3(38) fiduciary services, easing the plan sponsor’s liability for selecting and monitoring investments.
Employee Education
Enrollment meetings and one-on-one conversations in plain language, so the plan is used rather than ignored.
Financial Wellness
An education program that identifies the participants who need advice and gets it to them.
Ongoing Plan Management
A standing review calendar covering participation, deferral rates, fees and plan health year over year.
The Denver team
Three advisors covering both sides of the practice, backed by the full depth of WealthPlan Group.
Visit the Denver office
Westminster, CO 80031
WealthPlan Group Westminster
8778 Wolff Court, Suite 200 Westminster, CO 80031