OUR SERVICES

Financial strategies for life's biggest questions

Am I on track for retirement? Will my spouse be taken care of if something happens to me? Are there additional tax strategies I can implement in addition to the advice I’m getting from my tax professional? How do I optimize my social security benefits?

These are just a few of the questions that we help our clients navigate with clarity and confidence. With our personalized and comprehensive approach to wealth management, we walk along side you as we strive to be your trusted financial partner and provide guidance for the road ahead.

Retirement Planning

Ensure a fulfilling retirement with comprehensive retirement planning strategies that are customized to your individual situation and goals.

How we can help you

Investments & Portfolio Management

Build wealth for the future with a personalized portfolio of stocks, bonds, annuities, IRAs, and more.

How we can help you

Asset Protection Strategies

Preserve your legacy with asset protection strategies including life insurance, long-term care insurance, estate planning, and more.

How we can help you

Advanced Tax Planning Strategies

We work closely with your CPA to minimize your tax burden through tax-efficient investments, charitable giving strategies, IRAs, and more.

How we can help you

Charitable Planning

We specialize in advanced charitable giving strategies that benefit the causes that matter most to you while striving to maximize your wealth.

How we can help you

Estate Planning

We collaborate with your estate attorney and CPA to ensure your legacy is protected while minimizing future tax liabilities.

How we can help you

Business Succession Planning

It's never too early to start planning your business succession. We help you evaluate your options, value your business, and create a plan to exit on your terms.

How we can help you

Education Planning

College is a major investment in your child or loved one's future. We walk you through your options and help you plan for educational expenses with tax-efficient strategies.

How we can help you

Values-based Planning

Have your sights set on purchasing a vacation home or establishing a scholarship at your alma mater? We help you identify what really matters and create a plan to help you achieve it.

How we can help you

“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 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) 686-9213.
Thank you for reaching out! We will be in touch with you shortly.
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LOCATED IN POINTS WEST COMMUNITY BANK
355 Eastman Park Dr., Windsor, CO 80550
CONTACT
(970) 686-9213
adam.bott@lpl.com

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Points West Community Bank and Investment Center Advisor Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Center Advisor Group, and may also be employees of Points West Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Points West Community Bank or Investment Center Advisor Group. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

ICA Group Wealth Management LLC is a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, ID, IN, NC, NV, NY, OH, SC, SD, TX

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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