Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lichtenheld is a financial advisor at BSW Wealth Partners in Boulder, Colorado. Brian has been in the financial services industry since 2008. He has a CFP designation and is a registered investment advisor in Colorado. Brian's areas of expertise include financial planning, portfolio management, and tax and estate planning. He works with a variety of clients, including individuals, families, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
1. tax & estate planning coordination 2. diversification planning 3. employee stock options
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Travel reimbursement
1
2
CO
12/03/2019 - Present
BSW Wealth Partners (BOULDER CO)
Active
Inactive
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