Seva Wealth Management

Independent, fiduciary, purpose-driven Registered Investment Advisor (RIA) in Colorado, serving succeesful professsionals, families, business owners, and organizations nationwide. 

Providing personalized, comprehensive financial planning and sound, independent guidance on investing, growing, and protecting clients’ personal wealth and organizational resources, so they can achieve abundant and fulfilling lives, and magnify the impact of their businesses or organizations.

Who We Serve:

• Mid- and Late-Career Professionals and their Families
• Retirees
• Business Owneres
• Nonprofits and Foundations

​​​​​​​What We Do:

• Personaalized, Fiduciary, Comprehensive Financial Planning: Retirement, tax, education, and estate planning tailored to your personal goals and current situation
• Independent Investment Management: Independent, fiduciary investment guidance to help you grow and protect your wealth and your business or organizational resources
• Risk & Legacy Planning: Insurance, annuities, and legacy strategies to protect you, your family, and your business