Advisors at this firm
John G
Series 63, Series 66
Berthoud, CO
Indelible Wealth Group
John Gutierrez is a financial advisor with Indelible Wealth Group in Parker, CO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Schwab Private Client Investment Advisory, Inc. for 10 years before joining Indelible Wealth Group in 2019. Indelible Wealth Group provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a modern portfolio theory-based investment approach using model portfolios ranging from aggressive to conservative and serves clients on both discretionary and non-discretionary bases.
Jason B
CFP®, Series 63, Series 66
Berthoud, CO
Indelible Wealth Group
Jason Brooks is a CFP® with 20 years of industry experience. He has been with Indelible Wealth Group since 2013 and also owns MountainHound LLC, a company that manufactures outdoor gear for large breed dogs. Indelible Wealth Group provides wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and charitable organizations. The firm uses a modern portfolio theory-based investment approach with model portfolios ranging from Aggressive to Conservative and serves clients on both discretionary and non-discretionary bases.
Carshon R
Series 63, Series 66
Berthoud, CO
Indelible Wealth Group
Carshon Rodgers is a financial advisor at Indelible Wealth Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Indelible Wealth Group since 2017, following prior roles at Belpointe Asset Management and LPL Financial. Outside of his advisory role, Rodgers is an independent insurance agent and is involved with Stryde Solution LLC, a business focused on tax incentives and cost reduction, as well as Archimedes Offspring Management, which invests in inventions. Indelible Wealth Group provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm uses a modern portfolio theory-based approach with diversified model portfolios and offers both discretionary and non-discretionary services while acting as a fiduciary.
Steven W
Series 63, Series 65
Berthoud, CO
Indelible Wealth Group
Steven Wiggins is a financial advisor with Indelible Wealth Group, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Indelible Wealth Group since 2023 and is also involved with Skills 4 Life, a pediatric therapy and care coordination organization where he assists with administrative duties. Indelible Wealth Group provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a modern portfolio theory approach using diversified model portfolios and serves clients on both discretionary and non-discretionary bases while acting as a fiduciary.
Lawrence G
Series 63, Series 66
Berthoud, CO
Indelible Wealth Group
Lawrence Gale is a financial advisor at Indelible Wealth Group in Palisade, Colorado, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Indelible Wealth Group since 2017. Indelible Wealth Group provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a modern portfolio theory approach using model portfolios ranging from aggressive to conservative, focusing on broad-based index funds, ETFs, mutual funds, and bonds, while offering discretionary and non-discretionary services as a fiduciary.