The Wealth Conservancy, Inc.

Myra Salzer is a CFP® with 27 years of industry experience, currently serving at The Wealth Conservancy, Inc. in Boulder, CO, where she has worked since 1983. The Wealth Conservancy primarily serves high-net-worth individuals, offering discretionary and non-discretionary portfolio management, financial planning, wealth coaching, and consulting. The firm manages approximately $260 million and employs a long-term, allocation-driven investment approach combined with tactical adjustments, alongside a distinctive emphasis on educational outreach and inheritance-focused coaching.

Steven Henningsen is a financial advisor at The Wealth Conservancy, Inc. in Boulder, CO, with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Wealth Conservancy since 2000. The Wealth Conservancy serves high-net-worth individuals, business entities, and some non-HNW clients, managing approximately $260 million. The firm offers portfolio management, financial planning, and wealth coaching with a long-term, allocation-driven investment approach, supplemented by educational outreach and inheritance-focused coaching programs.

Melissa Hoyer is a CFP® professional with 15 years of industry experience, currently serving at The Wealth Conservancy, Inc. since 2020. She previously worked at LIFE XT and My Impax. Outside of her advisory role, Hoyer owns Salted Toast Coaching, LLC, providing life coaching services on a limited basis. The Wealth Conservancy primarily serves high-net-worth individuals, offering discretionary and non-discretionary portfolio management, financial planning, and wealth coaching. The firm employs a long-term, allocation-driven investment approach and integrates an inheritance-focused coaching program alongside its investment services.