Experiencing a change in your financial status, be it from an inheritance, divorce, death, retirement, business liquidation, or other windfall situation, can be overwhelming and confusing. If you feel deluged by the transitional challenges of sudden wealth, The Wealth Conservancy’s team of professionals can provide a sense of perspective, control, and ease. We specialize in the complexities and responsibilities of wealth management and have been working with people like you for more than 30 years, providing investment management, financial planning, wealth coaching, and fiduciary advisory services.

Please call us at 303-444-1919 or contact us here to request a brief, confidential consultation to explore how TWC can help you engage the power of your wealth.

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Are You A New Inheritor?

Are you a new or soon-to-be inheritor? For over 30 years, we’ve helped individuals like you manage the challenges of windfall wealth. Sign up and receive our “You’re A Trust Fund Beneficiary” PDF right away, and we’ll send you more helpful links in the following weeks.

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TWC's Myra Salzer at TEDx

Stereotypes and prejudice affect all of us, not just their subjects. Often, prejudice is invisible and unintended. Inheritors and those with windfall wealth can find themselves the recipients of a subtle and pervasive prejudice based on a single external attribute: their unearned money.

Myra Salzer’s TEDx talk, entitled “Wealth Prejudice: How it Affects You,” was among the “ideas worth spreading” at a recent TEDx Event. Through her talk, we learn how stereotypes can cost us all, and what we can do about it.

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

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Who We Are

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

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