TOP 30 Wealth management lawyers in Boulder, Colorado

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Trajan Wealth is a leading financial institution located at 4770 Baseline Road in Boulder, Colorado. Specializing in wealth management and financial planning, Trajan Wealth offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, including lawyers, Trajan Wealth provides comprehensive financial solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or protect your assets, Trajan Wealth is dedicated to helping you secure a stable financial future.

Rocky Mountain Wills and Trusts is a reputable law firm located at 1942 Broadway in Boulder, Colorado. Specializing in estate planning, their team of experienced lawyers provides expert advice and guidance in creating wills and trusts to protect and distribute assets according to clients' wishes. With a commitment to personalized service and attention to detail, Rocky Mountain Wills and Trusts is dedicated to helping individuals and families plan for the future with peace of mind.

you are unable to continue running it yourself. We can help you navigate the complexities of estate planning, business succession, and wealth management to ensure that your hard work and dedication to your business will be preserved for future generations. Whether you are a small business owner or a large corporation, Life & Legacy Law is here to provide you with personalized and strategic legal advice to protect your business and your legacy. Contact us today to schedule a consultation and start planning for the future of your estate and your business."

Stephen T. Craig, PC is a finance and lawyer institution located at 395 Oneida Street in Boulder, Colorado, United States. With a focus on providing expert financial and legal services, our team is dedicated to helping clients navigate complex financial matters and legal issues. Whether you are seeking assistance with estate planning, investment management, or business transactions, our experienced professionals are here to guide you every step of the way. Trust Stephen T. Craig, PC to provide the personalized attention and strategic solutions you need to achieve your financial and legal goals.

Scott Beard Law is a legal institution located at 3269 28th Street in Boulder, Colorado, United States. Specializing in trust and estate planning/administration, closely held business, business succession, and charitable giving legal services, Scott offers comprehensive assistance to clients with a wide range of needs. From basic estate planning for modest estates to complex planning techniques for high net worth individuals, Scott provides personalized and professional guidance. With an LL.M. in Taxation from New York University School of Law and degrees from the University of Alabama, Scott is well-equipped to handle legal matters in Colorado, Massachusetts, Alabama, and Mississippi. As a small business counselor, Scott assists businesses and their owners through all stages of life, from start-up to succession. Known as Jack Mason Beard, Jr., Scott goes by the nickname "Scotty," given to him by his grandfather. Currently residing in Boulder, Scott enjoys gardening, hiking, volunteering, and spending time with his husband. If you are in need of legal services related to trust and estate planning, business succession, or charitable giving, Scott Beard Law is here to help at 1200 Pearl Street, Suite 319 in Boulder, Colorado.