About Us
An independent Fort Collins firm helping Colorado families build wealth the tax-smart way.
Tax-smart planning, clearly explained
Tax Wealth Path was founded in Fort Collins on a simple idea: every financial decision is also a tax decision. Our licensed advisors help clients invest for retirement, save for college, borrow wisely, buy homes, plan for Colorado and federal taxes and protect their families.
As an independent firm, we compare products from a broad network of lenders, insurers and investment providers. That means our recommendations are driven by your goals and the evidence, not by commissions.
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Licensed professionals
Experienced advisors in lending, tax, investing and insurance.
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Transparent pricing
Every fee explained clearly in writing before you begin.
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Local and national
Serving Fort Collins, Loveland, Windsor, Timnath, Wellington, Larimer County and clients nationwide.
Client-first advice
Our Mission
To help every client pay only the tax they owe and grow the wealth they deserve.
Our Vision
To be Northern Colorado's most trusted partner for tax-smart wealth planning.
Our Values
Honesty, simplicity and respect, with advice that always puts the client's interests first.
How we work with every client
Review
Meet us in Fort Collins or by video to review your income, tax returns, accounts and goals.
Reduce
We find legal ways to lower your tax bill, from retirement contributions to smarter account choices.
Invest
We put the savings to work in a diversified, tax-aware plan, with every fee explained in plain English.
Repeat
Each year we update the plan for new tax rules, new income and new goals, so savings keep adding up.
Areas we cover
Tax Planning
Year-round, not just in April
Retirement
401(k), IRA, Roth and HSA
Homeownership
Mortgages and refinancing
Education
CollegeInvest 529 savings
Small Business
Returns, payroll and deductions
Protection
Home, auto, health and life
What our clients say
Tax Wealth Path found deductions we had been missing for years and helped us set up a Roth strategy that fits our income.
They reorganized which investments sit in which accounts. Our tax bill dropped, and our portfolio did not change at all.
They helped my father apply for the senior homestead exemption with the Larimer County Assessor. His property tax bill went down right away.
We opened CollegeInvest accounts for both kids and finally started taking the Colorado tax deduction.
They consolidated my credit card debt into one personal loan and showed me how to invest the difference.
Clear, honest and always thinking ahead. I trust Tax Wealth Path with our taxes, investments and insurance.
Ready to keep more of what you earn?
Book a free tax and wealth review with a licensed advisor in Fort Collins.