Personal Loan
Fixed-rate personal loans for debt consolidation, home projects or major purchases, structured to fit your budget and long-term plan.
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Independent tax and wealth advisors in Fort Collins, CO
Pay less tax. Build more wealth.
Tax Wealth Path helps Colorado families and business owners plan taxes year-round, invest in a tax-aware way, borrow wisely and protect what they build.
Year-round tax planning
Tax-aware investing
Fort Collins advisors
Where we help
Tax-smart planning across your financial life
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
Licensed advisors
About Tax Wealth Path
Where tax planning meets wealth building
Tax Wealth Path is an independent financial services firm in Fort Collins, Colorado. We help clients lower their lifetime tax bill and turn those savings into lasting wealth through tax-aware investing, smart borrowing and the right protection.
- 01
Tax-first thinking
Every recommendation considers how it affects your taxes, now and in the future.
- 02
Independent advice
Recommendations based on your goals, not commissions.
- 03
Larimer County focused
Local advisors who know Fort Collins and Northern Colorado communities.
Our Services
All services
Financial services with taxes in mind
Credit Loan
Credit lines and credit-builder loans, with practical steps to cut interest costs and free up more money to save and invest.
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Mortgage Loan
Purchase and refinance mortgages in Fort Collins and across Larimer County, including a clear look at the tax side of owning a home.
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Wealth and Investment Planning
Diversified, tax-aware portfolios and retirement plans that use the right accounts in the right order, reviewed with you every year.
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Tax Advisory
Year-round federal and Colorado tax planning and preparation for individuals, families, retirees and small businesses.
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Insurance Services
Home, auto, life, health, disability and umbrella coverage compared across trusted carriers, so one setback never undoes your progress.
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Our Method
Review. Reduce. Invest. Repeat.
01
Review
Meet us in Fort Collins or by video to review your income, tax returns, accounts and goals.
02
Reduce
We find legal ways to lower your tax bill, from retirement contributions to smarter account choices.
03
Invest
We put the savings to work in a diversified, tax-aware plan, with every fee explained in plain English.
04
Repeat
Each year we update the plan for new tax rules, new income and new goals, so savings keep adding up.
Free resource
Your tax-smart wealth checklist
A few minutes each month keeps more of your money working for you instead of going to taxes. Work through the list yourself, or let us help.
Review It With an Advisor- Check your tax withholding and estimated payments
- Confirm retirement and HSA contributions ran
- Make sure you are getting your full employer match
- Look for losses to harvest in taxable accounts
- Keep receipts for deductible expenses organized
- Review Colorado property tax exemptions you may qualify for
- Review home, auto, health, disability and life coverage
- Schedule a year-end tax and wealth review
Testimonials
Colorado clients keeping more of what they earn
Tax Wealth Path found deductions we had been missing for years and helped us set up a Roth strategy that fits our income.
MLMegan Lindquist
They reorganized which investments sit in which accounts. Our tax bill dropped, and our portfolio did not change at all.
RKRyan Kowalski
They helped my father apply for the senior homestead exemption with the Larimer County Assessor. His property tax bill went down right away.
SBSarah Bauer
We opened CollegeInvest accounts for both kids and finally started taking the Colorado tax deduction.
JWJason Whitaker
They consolidated my credit card debt into one personal loan and showed me how to invest the difference.
ARAmanda Reyes
Clear, honest and always thinking ahead. I trust Tax Wealth Path with our taxes, investments and insurance.
THTyler Henderson
Latest Blog
All articles
Tax and wealth guides
The Colorado Senior Homestead Exemption: What Homeowners 65 and Older Should Know
Colorado lowers property taxes for many long-time homeowners age 65 and older. Learn who qualifies and how to apply with your county assessor.
Read article
Saving for College in Colorado With CollegeInvest
Colorado families can save for college with tax-free growth and a state income tax deduction. Here is how CollegeInvest 529 plans work.
Read articleReady to keep more of what you earn?
Book a free tax and wealth review with a licensed advisor in Fort Collins.