James Beaudreau

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!

My superpower is taking complex financial matters and translating them into layman’s terms. The goal in our relationship is to dig deeper, to find what matters to you in your financial present and future and together develop solutions to fulfill your goals and put your fears to rest. The environment in which I grew up was financially chaotic. As such, I’ve made it my mission to understand not just money and finance, but also human behavior around money. As a wealth manager, I have the privilege of helping people transform their relationships with money and gain mastery over it. I recognized that earning a CFP is a big decision. Like any relationship, ours must be rooted in integrity, trust, and clear communication for it to thrive. I hold wealth management as sacred work. My job is to understand my client’s vision for their future, then work with them to design and implement a plan to fulfill that vision. After completing a triple major in Finance, Accounting, and German, I set off for a meditation retreat about the art of being human. This combination of experiences informs how I work and interact with others. If and when you would like to meet, feel free to schedule a call via my Calendly link. Whether or not we choose to work together, you’ll gain new knowledge and insight. It will be time well-spent. I’m available to meet globally, and have a physical office in Denver. In case you’re curious, when I’m not working for my clients, you can find me baking, hiking, or biking. I hold a Certificate in Pastry Arts from the Culinary Institute of Canada and participate in the annual AIDS/LifeCycle, a 550-mile fundraising ride from San Francisco to Los Angeles. I am a former Co-Chair for the Human Rights Campaign (HRC) and various local charities over the years. That’s the vision I’m making real in the world. You can also find me in the Horizons Foundation Professional Advisors Directory.

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.