Independent, fiduciary, purpose-driven Registered Investment Advisor (RIA) based in Colorado, serving clients nationwide.

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We provide personalized, comprehensive financial planning and independent investment management for busy individuals, families, business owners, and nonprofit organizations. Our work centers on helping clients protect and grow their wealth, so they can live fulfilling, abundant lives and magnify the impact of their businesses and organizations.

Who We Serve:
• Mid- and Late-Career Professionals and their Families
• Retirees & Pre-Retirees
• Business Owners & Entrepreneurs
• Nonprofits, Foundations & Mission-Driven Organizations

What We Do:
Personalized, Fiduciary, Comprehensive Financial Planning:
Retirement planning, tax strategy, education planning, estate planning, cash-flow analysis, and goal-based financial strategies tailored to each client’s unique needs.
Independent, Fiduciary Investment Management:
Evidence-based portfolio construction, risk-aligned asset allocation, investment due diligence, and ongoing monitoring designed to support long-term wealth accumulation for individuals, families, and business owners, and greater impact for businesses and nonprofit organizations.

Risk & Legacy Planning:
Insurance evaluation, annuity analysis, income-protection strategies, and legacy and estate planning, to safeguard clients, their families, and their businesses.


Seva Wealth Management

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Seva Wealth Management

Org chart

Teams

Offices

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