Sopris Wealth Advisors
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Sopris Wealth Advisors
Sopris Wealth is a female owned and operated, independent financial services firm. We are based in Fort Collins, Colorado and offer comprehensive financial planning services. We counsel our clients on areas like retirement, tax-advantaged investments and wealth transfer strategies. Sopris Wealth advisors also provide financial planning, income strategies, estate and inheritance planning, and many other services. Our advisors have extensive experience managing different asset types, including stocks, bonds, real estate and alternative investments.
Our mission at Sopris Wealth is financial empowerment through personalized planning and education. Our core values are Integrity, Empowerment, Stability, and Balance. The company’s Partners are Kristina Paz, Ann Everhart and Jessica Beck, CFPⓇ. Kristen Lynn is our Practice Director.
Cambridge Investment Research, Inc. Form CRS
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Sopris Wealth and Ann Everhart Financial Advisor are not affiliated with Cambridge. This communication is strictly intended for individuals residing in the states of CA, CO, IL, NJ, NY, TX, & WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Ann Everhart Financial Advisor makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site
