01. About Us

We are dedicated to providing strategic wealth planning and management that is right for you. Simply put, we strive to be our client’s trusted advisory team.

02. Our Philosophy

We focus on understanding our clients total life profile-goals, dreams, challenges-and build a long-term relationship so we can walk with you through transitions in your life.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

Asset Management

You work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. This piece is all about using a strategic allocation and discipline that is simple, elegant, and effective in helping to achieve this...

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can...

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have...

Tax Efficiency Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter. However, similar to planning that goes into living a happy and fruitful life, a well-p...
Managing Member

At Transitions Wealth Management …Bruce is team champion for Transitions Wealth Management ensuring that our business ph...

Member/Director of Financial Planning

Michael rounds out the Transitions client experience by dedicating the majority of his time to fully understanding indiv...

Wealth Manager

Michelle adds experience in financial services to the Transitions team through a comprehensive understanding of wealth m...

Servicing Advisor

Charles joined the team in 2017. As a Servicing Advisor, he provides support to our advisors and of course, to all of ou...

Operations Specialist

Chandra joined the team in 2016. As one of our two Operations Specialists, she provides support to our advisors and of c...

Member

Gary joined the firm in 1973, after graduating from the University of Colorado. He concentrates on small business, taxat...

Blogs

Transitions Wealth Management |
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The growing demand for more predictability and security planning for retirement income has led an increasing number of retirees and pre-retirees to look to annuities as way to provide more stability in their investment portfolios. They are also looking to annuities as a way to replace the third leg of the retirement income stool as a guaranteed lifetime income. Retirement planning occurs in different phases and at different stages of peoples’ lives. Depending on what...
Transitions Wealth Management |
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As a retirement plan, 401(k) plans currently outpace the competition, with more than 54 million Americans participating in a 401(k) plan, and nearly 550,000 plans offered. Employer sponsored, 401(k) plans are by far the easiest mechanism for workers to get started saving for retirement. And because there is typically an employer match for contributions up to a certain percentage, workers can end up leaving a significant amount of money on the table if they choose...
Transitions Wealth Management |
Categories
Retirement can sneak up on you. At one time, it seemed like a lifetime away, now it may be just around the corner. At one time you planned on working forever, but now you can admit that the thought of retiring has its benefits. Perhaps you’ve found yourself daydreaming about a little cabin on a lake, or a small home in the mountains. You may have even entertained the notion of becoming an expatriate and...