Your dedicated financial partner

Providing the strategies and support you need to confidently navigate life's peaks, valleys, and everything in between

Invested in your success

Planning for retirement doesn't have to be daunting. With you in the driver's seat, we review your goals and values together and meticulously create a financial plan that gets you on track for the future you've always dreamed of. There has never been a better time to get started.
"Time can be your greatest ally or adversary. Most people have time working against them. We teach our clients how to get time to become their greatest ally and work in their favor."

Adam Bott, AAMS ®, CPFA ®
‍LPL Financial Advisor

Our strategies

With client-service excellence at the forefront of everything we do, we provide a comprehensive range of wealth management strategies to help you prepare for what lies ahead.

Retirement Planning

Comprehensive financial planning for your current or future retirement—so you can enter the next chapter confidently.

How we can help you

Investments & Portfolio Management

Intelligent asset management strategies customized for your unique financial situation.

How we can help you

Asset Protection Strategies

Insurance and estate planning to preserve your capital and your legacy.

How we can help you

Advanced Tax Planning Strategies

Mitigate your tax burden through tax-efficient investments, charitable giving strategies, IRAs, and more.

How we can help you

Charitable Planning

Advanced charitable giving strategies that benefit the causes that matter most to you with a goal of maximizing your wealth.

How we can help you

Estate Planning

Ensure your legacy is preserved for your beneficiaries while minimizing your current and future tax liabilities.

How we can help you

Succession Planning

Business succession planning to help you evaluate your options, value your business, and create a plan to exit on your terms.

How we can help you

Education Planning

Review your options and plan for secondary or higher education expenses with tax-efficient wealth strategies.

How we can help you

Values-based Planning

Planning based on your goals and values to help you identify what really matters and create a plan with the goal of achieving it.

How we can help you
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Meet our advisor

Adam Bott - Windsor, CO financial advisor

Adam Bott, AAMS®, CPFA® is a LPL-registered financial advisor. With over a decade of experience as an advisor, Adam delivers comprehensive financial strategies to the complex situations and unique opportunities his clients face. He is passionate about helping his clients work towards their financial goals and honoring the trust they place in him.

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Adam Bott - Windsor, CO financial advisor

“Adam Bott is the coolest person ever.”

Phil Tenney

Former VP of ads at Company

Get in touch.

We understand that choosing someone to trust with your financial future is a big decision, and that is something we don't take lightly. We invite you to get to know our team, our services, and our philosophy. Complete the form and we'll reach out to you shortly to answer your questions or schedule your complimentary consultation. If you need immediate assistance, please call (970) 686-9213.

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Get in touch

We understand that choosing someone to trust with your financial future is a big decision, and that is something we don't take lightly. We invite you to get to know our team, our services, and our philosophy.

Complete the form and we'll reach out to you shortly to answer your questions or schedule your complimentary consultation. If you need immediate assistance, call (970) 460-2233.
Thank you for reaching out! We will be in touch with you shortly.
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