WHO WE HELP

Comprehensive planning that meets you where you are

No matter where you come from or what stage of life you are in, prudent financial advice and planning strategies seek to help you maximize your wealth and achieve your goals. We specialize in helping people in the following life stages and professions navigate the road ahead:

Individuals & Families

Whether you are planning for college, navigating a new chapter, or simply wanting to maximize your wealth, we offer tax-efficient financial planning strategies to help you identify and work toward your goals.

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Current & Future Retirees

For those who are retired or nearing retirement, we provide thoughtful retirement planning, social security analysis, estate planning, asset preservation, and charitable giving strategies—so that you can enter the next chapter in confidence.

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Business Owners

As a business owner, a lot depends on you. You can depend on us for intelligent wealth management and tax-savings strategies, business succession planning, and more—customized to your unique situation.

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Healthcare Professionals

As a busy healthcare professional, you need someone you can trust. We work on your schedule—meeting you where you are at to ensure you are on track for your financial goals.

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Corporate Executives

We manage your personal portfolio with the same attention and excellence that you give to your career. From stock option analysis and 401(k)s, to pension analysis and rollovers, we offer personalized strategies.

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Women in Transition

It's not easy navigating a new beginning, whether due to divorce, loss of a spouse, or other major life changes. We offer financial advice and planning so that you can enter your next chapter in confidence.

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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.
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“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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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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