Derek Chandler

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Stewardship is important to my clients and me. Stewardship is the idea that the money we have, the time we're given, and the gifts and experiences we have should be managed well so that we can be all that we can be - to make the world a better place for us and those around us. My goal is to help free up my client's time spent on figuring out the tax code, investments and retirement income planning so that they can focus on being a good steward of two more important resources - their time and gifts/experiences. As a financial stewardship partner, I help my clients pay less in taxes, invest wisely, and develop and follow a plan so they won't outlive their retirement income. I’ve always had a passion for helping people with their personal finances. As an accountant, I was approached frequently by people with tax or personal finance questions. I found that helping these people was something I loved. Ultimately, this love for helping people with their personal finance questions is what led me to a career as a tax-focused, comprehensive personal financial planner. My greatest joy is spending time with my wife, Michelle, and five kids; Jack, Kate, Elijah, Clayton, and Annalise. I also enjoy mountain biking, snowboarding, and running in the beautiful Colorado outdoors. I grew up in New Zealand, where I developed my passion for being outdoors.

We know you're busy, so we'll keep this brief! Like everyone else on this site, we're a fee-only Registered Investment Advisor! Fee-only means that our compensation comes directly from you, the client, and never from mutual fund companies, referral fees or insurance companies. While we're based in Denver, as an SEC-registered investment advisor, we serve clients from NY to California. We specialize in working with healthcare and technology professionals with equity compensation, delivering comprehensive wealth management services, including tax planning. Most of our clients pay a flat fee, with a low AUM fee for assets over $2MM. We'd love the opportunity to hear from you and see how we can help. Jump over to our site and book your introductory meeting. Thanks!

I love financial planning. I have been in the business since 2007. I started as an apprentice at a large broker/dealer. They extended an offer for me to continue as an advisor with them at the end of my apprenticeship. I had no idea what I was doing at the time, but moved forward. I learned a lot the hard way starting out in the business. I was not a stellar sales person, but I also learned that I loved working with clients, and helping them to get on track to meet their retirement goals. This early career phase taught me that I really value relationships, and helping clients, not so much the sales stuff... Over time I refined a clear way that I wanted to work with clients. I found that working for a corporation would not fit the more customized, educational, and holistic approach that I wanted for my clients. In 2020 I opened my own RIA practice and am pleased to be able to always do what is best and unique for each client. In 2023 I was able to become a CFP®. I am proud of what I have created, and look forward to the future. Opening my business right as COVID set in also taught me some new things. More people need financial planning! They need to know that it is for everyone. I can help you no matter what your financial circumstances are. I live in Colorado with my husband and 3 children. I am a very stereotypical Coloradan. I love the outdoors and all outdoor activities. If you want to hike while we have meetings let's do it!

Betty Wang, CFP®, RICP®, TPCP®| Founder of BW Financial Planning Betty Wang is the founder of BW Financial Planning, a virtual financial planning firm dedicated to helping women across the U.S. achieve financial confidence. She believes that success isn’t just about numbers—it’s about creating a life of balance, fulfillment, and purpose. ⭐ Empowering Women Through Financial Clarity Betty’s mission is to help women make informed financial decisions so they can feel confident in every aspect of their lives—whether that means excelling in their careers or embracing a fulfilling retirement. 🤝 A Trusted Wealth Partner Clients turn to Betty for her expert financial guidance, deep listening skills, and approachable style, making her a trusted partner in their financial journey. 🙌 Featured Thought Leader Betty’s insights have been featured in The Wall Street Journal, Forbes, MarketWatch, Kiplinger’s, USA Today, and more. 🎙️ Host of Betty’s Smart Friends Podcast Through candid conversations with inspiring experts, Betty explores what true success looks like for women over 45—covering topics like health, relationships, personal growth, and passion projects. If you're looking for a transparent, supportive wealth partner to help you navigate your financial journey with confidence, let's connect!

Brooks Wealth Management is an independent, fee-only Registered Investment Adviser built to serve high-income families and households who want to manage wealth with efficiency and intention. Founded by Scott Brooks, CFP® the firm provides comprehensive financial planning, investment management, and tax-focused strategy for individuals and families seeking a trusted long-term relationship with a true fiduciary. Our clients include executives, business owners, professionals, and families with complex financial lives who value clarity, honesty, and simplicity. We believe good advice should be independent, transparent, and rooted in real planning — not sales. We help clients make better decisions around retirement, tax strategy, investment allocation, estate planning, and cash-flow management. Every plan is designed to balance efficiency with purpose — giving clients confidence that their money supports the life they actually want to live. Brooks Wealth Management is intentionally built for the next generation of successful families — those who value personal relationships, proactive strategy, and advice grounded in trust.