Welcome to The Wealth Conservancy

Founded and personally run by one of Worth magazine's most highly acclaimed financial advisors, The Wealth Conservancy has a unique approach that keeps you, the inheritor, at the center of your wealth. It all starts with your general visions and aspirations; your life goals guide every step of our relationship. From there, we work together to establish control of your finances and engage the power of your wealth.

Windfall wealth (as through your inheritance) should be a blessing, an opportunity, an assurance of security. But in a climate cluttered with advice and opportunity, warnings and risk, temptations and obligations, your future can be utterly intimidating. Before long you could be buried in bureaucracy or torn between conflicting advisors. You need a coach.

If you would like a confidential consultation, please complete the information below. If you don't hear from us within a couple of days, please don't hesitate to call us directly at 303.444.1919 or toll free at 888.440.1919.

Get Email Updates

Sign up online to receive occasional, relevant information and e-newsletters from us conveniently via email.

LEARN MORE

Our Clients

Our clients come from varied backgrounds, but share one key life-changing event: windfall wealth. Read their stories.

LEARN MORE

Request Consultation

Having a private, introductory conversation with us is the best way to get started. Call, email, or use our easy online form.

LEARN MORE

Who We Are

Our team is comprised of experts in financial planning and wealth coaching with a passion for helping inheritors.

LEARN MORE
Congratulations to Myra Salzer

TWC's Myra Salzer featured as technology influencer of the year by Financial Planning magazine.

Myra featured in IA cover story

TWC's Myra Salzer once again graces the cover of Investment Advisor magazine.

The Ten Most Dependable Wealth Managers of the Rocky Mountains

TWC is one of Forbes' "10 Most Dependable Wealth Managers of the Rocky Mountains."

The Worth List

For the 12th time in 13 years, TWC's Myra Salzer is one of Worth's top 100 Wealth Advisors.

Clients Who Are Born Retired

Financial Planning Magazine features an interview with TWC's Myra Salzer.

Worth Magazine Top 100 Advisors

TWC's Myra Salzer in Worth's list of the Top 100 Wealth Advisors.

To Conserve & Protect

TWC's Myra Salzer featured on the cover of Boomer Market Advisor magazine.

The Nation's 100 Most Exclusive Wealth Advisors

TWC is named to Worth's "The Nation's 100 Most Exclusive Wealth Advisors."

The Best Advisers' Best Advice

Worth Magazine features TWC's Myra Salzer in its "Best Advisers."

Rescuing the Rich

TWC's Myra Salzer on the cover of Dow Jones Investment Advisor.