Integrated Financial Wellness

Innovative Financial Management was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to help create financial stability and security for each of our clients...

Ramsay, Stattman, Vela & Price, Inc is a Registered Investment Advisor serving individual and institutional clients. The firm's mission is to preserve and grow our client's capital after inflation and taxes in accordance with the client's risk tolerance and investment objectives. The firm conducts its own investment research, and is not affiliated with any broker or dealer While clients may select the custodian of their choice, assets are always held at outside custodians, providing an additional layer of security. Our primary custodian is the leading provider of custodial, operational, and trading support for independent investment advisors with over $1.1 trillion of client assets Our singular focus is helping clients achieve their investment goals and objectives with a high level of client service Each client's portfolio is managed separately and the client works directly with the decision maker on his or her portfolio Solid long-term investment performance, with a particularly good record in preserving capital in down markets Utilize state of the art client reporting tools provided by one of the leading vendors of portfolio management software

Petra Financial Advisors is a reputable financial consulting firm based in Colorado Springs, CO. Specializing in personalized financial planning and investment management services, the firm caters to individuals and businesses seeking expert guidance in achieving their financial goals. With a team of experienced advisors, Petra Financial Advisors offers comprehensive financial solutions tailored to each client's unique needs and objectives. Clients can expect professional advice and strategic recommendations to help them navigate the complexities of the financial landscape with confidence. Generated from their business information