At Sopris Wealth, our mission is to empower individuals and couples through personalized financial planning and education. As an independent, female-owned and operated firm based in Colorado, we serve clients nationwide with a focus on clarity, strategy, and long-term confidence.
We specialize in comprehensive financial planning, including retirement income strategies, tax-advantaged investing, income optimization, estate and wealth transfer planning, stock options, and real estate guidance. Our tech-forward, personalized approach helps simplify financial complexity—so you can focus on what matters most.
Our core values of Integrity, Empowerment, Balance, and Stability, guide every client relationship.
Sopris Wealth is led by partners Kristina Paz and Jessica Beck, CFP®, with Kristen Lynn serving as Practice Director.
Our name is inspired by Mount Sopris, a twin-peaked mountain near Carbondale, Colorado. It symbolizes perspective, gratitude, and forward thinking, a reminder to appreciate where we come from and stay mindful of where we’re headed.
---
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA & SIPC. Advisory service through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sopris Wealth are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 231 S Howes St, Fort Collins,co 80521,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.sopriswealth.com
- Keywords
- Fort Collins.
- HQ
- Fort Collins, CO
Sopris Wealth Advisors Questions
Sopris Wealth Advisors's website is http://www.sopriswealth.com
Sopris Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/sopris-wealth
Sopris Wealth Advisors has
3 employees.
View email and phone details for 3
employees at Sopris Wealth Advisors.
Sopris Wealth Advisors's industry is
Financial Services
Sopris Wealth Advisors's top competitors are
Charles Schwab,
J O Hambro Capital Management,
Advisory Group Of The Rockies,
Fidelity Investments,
Wealthspire Advisors.
Sopris Wealth Advisors's categories are Financial Services
Sopris Wealth Advisors's founding year is 2022
