Paula Elrod's Colleagues at harrigan | teegarden Private Wealth Advisors
Paula Elrod's Contact Details
Boulder,Colorado,United States
harrigan | teegarden Private Wealth Advisors
Paula Elrod's Company Details
You didn't get this far by following the crowd. Neither did we. Most people think of financial advisors as investment counselors whose only job is to manage their finances and help them reach their investment goals. A good financial advisor, however, will look beyond your investments to offer advice and guidance about taxes, retirement, income generation, insurance and long term care, estate planning and more. A financial advisor who offers such a comprehensive life-planning approach can add an enormous amount of value by guiding you through the many complicated financial challenges you'll face throughout your life.Our Family Endowment Model takes a look at what the most successful endowments have been doing and brings once exclusively institutional asset classes to our clients. This solution seeks to grow investments in bull markets, protect in down markets and generate income in all markets. The goal is to produce a less volatile and more balanced experience for you.Take advantage of all the expertise we have to offer. Our independent business model means we work only for you, not a big brokerage firm or insurance company who pushes their own products. Our values drive everything we do.It's time to increase the control you have over your own wealth by increasing awareness of what's available. Our years of experience working with high net-worth families has given us a unique perspective on what you want: a conservative philosophy of wealth management combined with the best and brightest ideas that lead to real value-added results. Avoiding mistakes and capturing opportunities is our mantra. Engage | Educate | EquipSecurities offered through Lion Street Financial, LLC, Member FINRA/SIPC. Investment advisory services offered through Lion Street Advisors, LLC, a registered investment adviser. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated but neither is affiliated with harrigan | teegarden