Elliot Forsyth, Cfp® Email & Phone Number

Please visit our website: www.ascent-wp.comAs a Senior Partner and Certified Financial Planner™ professional, I have a consistent approach to investing which incorporates multi-disciplinary planning. While working with my clients, I believe I need to truly understand your passions, intentions and objectives. With the clarity of these in mind, I begin to build a strategy that will work toward accomplishing your life goals through a simple step-by-step process. I work with individuals and families to develop a plan to build, manage, preserve and transition your wealth. In addition to helping my clients, I am committed to involvement in the community. I sit as Chair for the Investment Committee and serve as Trustee for The Community Foundation of Boulder County. You can also find me helping with TGTHR. On a good weekend, you will find me fly-fishing, golfing or hiking with my wife and young Son. This information is intended for use by residents of Colorado, Arizona, California, Connecticut, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Massachusetts, Minnesota, North Carolina, Nevada, New Jersey, New Mexico, New York, Ohio, Oregon, South Carolina, Texas, Utah, Virginia, Washington, and Wyoming only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Listed skills include Investments, Retirement Planning, Managed Money, Financial Analysis, and 9 others.

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  University Of Colorado Boulder

  Engineering/Psychology