Solutions

Products and services. Aligned with your priorities.

Having summitted over fifty of the mountains in Colorado, Nathan Richter helps his clients to develop a comprehensive financial plan in much the same way, he knows that each step gets you closer to your goals.  Nathan is a financial advisor who would be honored to help you create a dedicated plan that lets you live the life you want, now and in retirement.  Being a single dad of two teenage sons, Nathan Richter understands the importance of providing for and protecting your family.  Before his next hike up another mountain, Nathan is looking forward to getting to know you, your family, and your financial goals and then helping you to achieve them all.  

What We Offer

Mutual Funds

Mutual Funds

Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.

Financial Guidance

Financial Guidance

We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.

Charitable Giving Solutions

Charitable Giving Solutions

Thankful for all you've been given? We can help you give back.

Traditional and Roth IRAs

Traditional and Roth IRAs

You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.

Investments

Investments

Our options help you balance performance and purpose.

Health Insurance

Health Insurance

We can help you assess your options, including those available through your employer and government programs.