Targeted Wealth Solutions

Targeted Wealth Solutions is an independent, fee-only financial planning and investment management firm founded by former US Air Force pilots. Our goal is to build the financial latitude in your life so that you can pursue your passions. As fighter pilots, we served alongside some of the best flight surgeons in the military. We saw how being in a demanding career with a large amount of peripheral responsibilities caused stress over the lack of time available to spend on professional and personal pursuits that really mattered to our flight surgeons. We started Targeted Wealth Solutions to shoulder financial and business planning burdens so that our clients could get back to doing the things they were most passionate about. Please feel free to contact us at (303)-800-8179 or [email protected] to schedule a complimentary consult.

Fee Structure:

Fees are negotiable based on each client’s financial situation and needs

  • Financial planning and consulting services: $150 / hour
  • Ongoing wealth management: Based on percentage of assets under management
    • $0 – $400,000: 1.00% per year
    • $400,001 – $1,000,000: 0.85% per year
    • $1,000,001 – $5,000,000: 0.75% per year
    • $5,000,001 – $10,000,000: 0.50% per year
    • $10,000,000 and above: 0.40% per year