Perspective Wealth Advisors
Steven Weigandt is a financial professional with extensive experience in wealth management and business ownership. Currently serving as Principal and Wealth Management Advisor at Perspective Wealth Advisors since March 2014, Steven emphasizes a holistic approach to financial planning that addresses client pain points and complex questions. Prior to this role, Steven owned WBar Farms from April 2004 to February 2022 and worked as a Sales Representative at High Plains Cattle Supply from January 2012 to August 2013. Steven holds a Bachelor of Business Administration in Finance from the University of Northern Colorado.
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Perspective Wealth Advisors
Perspective Wealth Advisors exists to bring clarity to the complex financial lives of busy and successful individuals. At our firm, Christ is the compass, and we believe wholeheartedly in the call to stewardship. Whether stewardship looks like wise decision making with the current financial fruits of our client's successes or helping them to feel prepared as they enjoy the rewards of their successful careers in retirement, our focus is to craft tailor-made strategies that are simple to execute. Financial complexity is expected for those in high-level positions and for those at the back end of a long and fruitful career. What can take that beautiful complexity and turn it into a place of order, confidence, and clarity, is a team of individuals that are focused on the details. Our approach brings into focus the core tenets of a wholistic financial plan, addresses pain points, and allows for extra attention and time to be devoted to financial analysis that often uncovers things that would have otherwise gone unnoticed. Our team greatly enjoys connecting with generous and legacy-minded individuals that are motivated by generating purposeful wealth and stewarding it for their families, businesses, and community. To learn more about our firm's values and planning philosophy, please feel free to reach out to Steven at steven.weigandt@pwa-co.com