Perspective Wealth Advisors

James Milroy is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Perspective Wealth Advisors in Loveland, CO, where he has worked since 2025. His prior experience includes roles at Easterly Securities LLC & Easterly Asset Management LP, James Alpha Advisors, FDX Capital, LLC, Syntrinsic Investment Counsel, and SRS Acquiom. Perspective Wealth Advisors serves individuals, high-net-worth families, estates, trusts, and retirement plans with discretionary investment management, financial planning, and retirement-plan consulting. The firm combines strategic and tactical asset allocation with fundamental, technical, and proprietary quantitative analysis, offering customized portfolios that may include individual securities, ETFs, alternative investments, and tailored ESG options.

Zachary Gasper is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Perspective Wealth Advisors and has prior experience at Northwestern Mutual Wealth Management Company and Grant Thornton LLP. Gasper serves as treasurer for Parish Life Ministries, a nonprofit organization. Perspective Wealth Advisors serves individuals, high-net-worth families, and various types of trusts and retirement plans, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm integrates strategic and tactical asset allocation with multiple analysis methods and provides access to tax planning and commission-free insurance products through affiliated entities.

Tyler Hensen is a CFP® with four years of industry experience, currently serving as an advisor at Perspective Wealth Advisors. His prior roles include positions at Northwestern Mutual and Steven Weigandt. Perspective Wealth Advisors serves individuals, high-net-worth families, multi-generational households, estates, trusts, and retirement plans with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a blended investment approach using strategic and tactical asset allocation combined with fundamental, technical, and proprietary quantitative analysis, and maintains formal affiliations with tax and insurance professionals under separate business arrangements.

Steven Weigandt Jr. is a financial advisor at Perspective Wealth Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northwestern Mutual in various capacities from 2014 to 2024. Perspective Wealth Advisors serves individuals, high-net-worth families, multi-generational households, estates, trusts, and retirement plans with discretionary investment management and financial planning. The firm combines strategic and tactical asset allocation with fundamental, technical, and quantitative analysis, offering tailored portfolios that may include individual stocks, bonds, ETFs, REITs, and alternative investments.