Maverick Wealth Group, located in Salida, Colorado, offers comprehensive financial advisory services tailored to individual needs. This local business specializes in human-first, fee-only financial planning, ensuring clients receive focused support at every life stage. With a commitment to diversity and inclusion, Maverick Wealth Group stands out for its understanding of unique challenges faced by various communities, particularly the LGBTQ+ community.
The firm’s founder, Kirk, is an Accredited Investment Fiduciary (AIF) and a longtime financial educator. Kirk’s expertise includes navigating marriage-related financial implications, healthcare needs, and estate planning specifically relevant to LGBTQ individuals. Clients benefit from personalized strategies that reflect their authentic selves and specific circumstances.
Maverick Wealth Group emphasizes a client-centered approach, fostering an environment where individuals feel supported and understood. The firm’s dedication to diversity enhances its ability to address the unique financial challenges of its clientele. By prioritizing education and transparency, Maverick Wealth Group empowers clients to make informed financial decisions.
This financial advisor in Salida, Colorado, offers a wealth of knowledge and experience, ensuring clients receive the guidance they need for their financial journeys. With a strong focus on inclusivity and personalized service, Maverick Wealth Group creates a supportive atmosphere for all clients. Connect with Maverick Wealth Group for expert financial advice in Salida, Colorado.
