Best Financial Advisors in Castle Rock, CO

No contracts. We encourage our clients to start with a modest portion of their portfolios to be managed by Risemint so they can get the feel of our process. As time passes, trust is built and maintained. We have received very positive feedback from this system.

Hiring RCA as your partner provides you with a strong advocate who's in your corner as it relates to such a significant part of your life. We have decades of experience -- along with no blemishes on our employees' records -- to chart the highly dynamic waters of the markets. Market variables can change suddenly, which can very likely create panic among investors. Experience matters in this case; we have seen it all. And we are ready for those events and have established systems and processes to weather the storms and position your portfolio to be stronger on the other side of it than it was before.

From young savers with savings goals, to high net worth families that require a more comprehensive set of services. Our representative that you work with is uniquely qualified to deliver solutions for your needs.

Absolutely. We often meet via conference calls with tax and estate attorneys to help you through any planning needs. There are tax planning specialists on the team here at RCA that can provide additional support, as well.

If something happens to your dedicated advisor, we employ our standing contingency plan. It'll begin with a member of the RCA team reaching out to you with next steps. You always have access to your accounts by calling the custodian directly, as well. Our custodians are Charles Schwab and Betterment. These firms securely hold your money in your name.