We understand that wealth can seem a burden, rather than an opportunity. Details, decisions, taxes, laws, and an endless line of agents and brokers who offer to help can be hugely intimidating. We believe that your primary task is to harness your wealth, transforming it into an ally as you pursue your higher life goals. The Wealth Conservancy is there to define your options and bring balance to your strategy. At the center of all we do is your primary life mission – all that you hope to achieve.

Understanding what you have and where you can go is the first step to establishing control and a positive direction for your wealth. Once you understand your situation and your goals, and once you grasp your own potential, then you can establish strategies for asset allocation, cash flow, and more.

Few have the time, energy, or expertise to manage every aspect of their own wealth. We step in to help you give clear directions, consistent with your larger mission, to all those who assist in managing your money. With our assistance, you can direct your tax preparers, estate planners, lawyers, and others. Think of us as your coach. You can continue to work with your existing advisors, brokers, and accountants; we “manage your managers,” working to ensure that your higher goals and deeper beliefs are the driving force behind your wealth strategies. You invest in The Wealth Conservancy’s services solely on a retainer basis: we never receive commissions either from you or from products or services we might recommend.

Since each client has a unique situation, wish, and vision, each relationship we forge is very personalized and dynamic. Learn more about our process and philosophy:

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On a sunny Colorado day in 1983, Myra Salzer founded a new firm that became an early adopter of fee-only financial planning. As her clients and their portfolios grew, Salzer began to see a unique set of challenges facing those who come into wealth with little or no preparation. In response, she developed a workshop called “Inherited Wealth and You,” dedicated to transforming newfound wealth from a burden to an ally. Always an advocate for her niche clients, Salzer speaks and writes passionately in their defense, working incessantly to debunk the “poor little rich kid” mentality. The Wealth Conservancy, Inc. continues to provide complete financial planning solutions, from basic investment issues through multi-generational planning, while developing new products and educational systems to help clients align with their greatest goals.

Please take some time to browse through the individual bios below and learn more about each team member.