Comprehensive Wealth Management Driven by Tax Intelligence to Help You Build Smarter Wealth
We believe the Wealth Management industry is unreasonably complex; by building trust and providing education, we provide the financial clarity our clients deserve.
Our Core Services
We are independent Financial Advisors providing tax-focused investment management and financial planning to individuals, families, businesses, and foundations.
Investment management and financial planning require a deep understanding of each client’s unique circumstances, which is why we tailor our approach and recommendations to meet our clients where they are at. Our goal is to be your trusted advisor in all things financial so that you can make informed decisions about your financial future.
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Comprehensive Financial Planning. We work hard to understand every element of your financial plan, from cash flows to retirement goals, and consider the impact of future decisions to help you remain on the most efficient path forward.
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Proactive Tax Optimization. We work closely with your CPA or tax attorney to develop strategies designed to help you keep more of your money by analyzing income, potential Roth conversions, giving strategies, and the implications of major life events.
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Strategic Investing. We build and manage strategically diversified portfolios by selecting investment vehicles aligned with your unique circumstances and risk tolerance to help you pursue your financial goals with confidence.
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Tax-Efficient Wealth Transfer. We work with your legal counsel to structure estate plans that minimize estate, gift, and income taxes in order to help you efficiently pass your legacy on to your heirs or chosen charities.
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Structuring Assets for Retirement. We help you develop tax-smart withdrawal strategies based on your different account types (taxable, tax-deferred, tax-free), while keeping an eye on the future and preparing for the unexpected.
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Financial Guidance for Foundations and Non-Profits. We provide consulting services to help your organization make strategic decisions related to fundraising, working capital, and more, all with a focus on maximizing overall financial outcomes.
Our Process
Our approach revolves around taking a holistic view of your financial life so that we can provide comprehensive advice.
We utilize our Panoptic Plan to help us get a high-level view of not just your investments, but all of the factors that build your financial picture. This planning process puts an emphasis on education, trust, and unbiased advice.
Discovery Meeting
Panoptic Life & Financial Plan
Risk Assessment & Strategy Selection
Account Setup & Ongoing Management
Meet Your Advisor
Jim Shellenberger, CFA®, CFP®
Financial Advisor | Sheridan, WY
Rob Johnson, CFP®
Financial Advisor | Sheridan, WY
Jack Fecko, CFP®
Financial Advisor | Denver, CO
How Can We Help?
Send us a note and let us know how we can assist.
Subscribe to our Monthly Newsletter
We do our best to keep the information we write about in our newsletter topical and relevant for our clients and friends.
Each month, we provide a summary of the market-moving events that took place the month prior, along with a financial tip that may help you keep your finances on track.
No fluff, no spam; just content that is relevant to you.
