Why Sopris?
At Sopris (pronounced “so-priss”) Wealth Advisors, we believe financial planning is about more than numbers. It’s about clarity, perspective, and the people who matter most. Inspired by Mount Sopris near Carbondale, Colorado, our name reflects the importance of stepping back, keeping the bigger picture in focus, and planning with intention.
Your financial future deserves the highest level of care, strategy, and expertise. That’s why the advisors on our team hold advanced, industry-respected designations: Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst® (CIMA®). These credentials represent two distinct yet complementary areas of specialization: comprehensive financial planning and sophisticated investment management. Together, they reflect our commitment to helping clients make informed decisions with confidence.
Financial advisors are not required to hold professional designations. Choosing a team with both CFP® and CIMA® certifications means you’re partnering with professionals who bring both the depth of investment knowledge and the breadth of holistic planning expertise to your financial life.
We’re here to guide you with clarity, confidence, and care.
Comprehensive
Financial Planning
Financial planning is about more than numbers. It is about creating clarity and confidence around the decisions that shape your future.
We take a holistic approach, integrating your income, expenses, investments, taxes, retirement goals, insurance, and long-term priorities into one cohesive financial plan.
Our planning process creates a roadmap that evolves with your life, helping you make informed decisions through every stage.
Goal-Based Planning
Build a personalized roadmap centered around your goals and priorities.
Retirement Income Planning
Develop strategies designed to create sustainable income throughout retirement.
Social Security Planning
Evaluate claiming strategies to help maximize your benefits.
Pension Analysis
Review pension options and how they integrate into your retirement plan.
Cash Flow Analysis
Understand your spending, savings, and opportunities for improvement.
Emergency Fund Goals
Establish appropriate reserves to support financial stability.
Insurance Analysis
Review your coverage and identify potential protection gaps.
Employee Benefit Review
Evaluate workplace benefits and how they support your overall plan.
Higher Education Funding
Develop strategies for education savings and repayment decisions.
Portfolio
Management
Your investment portfolio should support your financial goals, not become a source of uncertainty.
We design and manage investment strategies based on your objectives, timeline, risk tolerance, and overall financial plan.
Investment Analysis
Evaluate and review investments through the lens of risk, potential reward, time horizon, and values alignment on an ongoing basis.
Financial Plan Software & Mobile App
Access your financial plan, track progress, and stay connected.
Stock Option Analysis
Understand equity compensation and incorporate it into your strategy.
Real Estate Investment Analysis
Evaluate real estate opportunities within your broader financial picture.
Financial
Strategies
Successful financial planning requires ongoing strategy, implementation, and adjustments as your circumstances change.
We help evaluate opportunities and coordinate decisions to ensure your financial strategy remains aligned with your goals.
Tax Allocation Strategy
Coordinate tax-efficient strategies across your financial accounts.
Planning Strategy Sessions
Collaborate on decisions and refine strategies as your life evolves.
Periodic Newsletters & Updates
Stay informed with ongoing financial insights, education, and updates.
Client Reviews
Review progress after implementation, and make adjustments when needed.
Get Started Today
Reach out to learn more about our services and how they can support your financial goals.