Wealthbuilders Investments

Chad Frantzen is a CFP® with 25 years of industry experience, currently serving at Wealthbuilders Investments in Greenwood Village, CO. His prior roles include positions at Cabin Securities, Center Street Securities, Great Point Capital, and Mutual Securities. He holds life and health insurance licenses and is involved with Solomon Fund I GP, LLC, an affiliated private fund partner of Wealthbuilders Investments. Wealthbuilders Investments serves individual and high-net-worth clients, family offices, trusts, and charitable organizations, offering customized investment management, financial planning, and proprietary private funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside values-based screening aligned with Biblically Responsible Investing principles.

Joshua Magnus is a financial advisor with WealthBuilders Investments, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Wells Fargo Advisors. Outside of advisory work, he is a licensed insurance agent involved in implementing insurance recommendations. WealthBuilders Investments serves individual and high-net-worth clients, trusts, family offices, businesses, charitable organizations, and pooled vehicle investors. The firm offers discretionary and non-discretionary investment management, financial planning, consulting, and sponsors proprietary private funds, using a values-based investment approach aligned with Biblically Responsible Investing principles.

Otis Barnard is a Series 65-licensed financial advisor at Wealthbuilders Investments with four years of industry experience. He has worked previously at Andrew Wommack Ministries, BAI Management, and Scott Brown Properties. Outside of his advisory role, Otis assists with administrative duties for Tricord Global Missions Society, a nonprofit organization. Wealthbuilders Investments serves individual and high-net-worth clients, trusts, family offices, businesses, and charitable organizations by providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm manages proprietary private funds and constructs customized long-term portfolios using fundamental, technical, and cyclical analysis, incorporating Biblically Responsible Investing principles.

Gary Reese is a ChFC® credentialed financial advisor with 37 years of industry experience. He has worked at Wealthbuilders Investments since 2024 and previously spent over two decades at Faith Investment Services of Ohio, LLC and Creative Financial Designs Inc. Reese holds insurance licenses in life and health. WealthBuilders Investments serves individual and high-net-worth clients, trusts, family offices, businesses, charitable organizations, and investors in pooled vehicles. The firm offers customized, long-term portfolio management grounded in fundamental, technical, and cyclical analysis, and incorporates Biblically Responsible Investing principles.

Jose Salcedo is a financial advisor with Wealthbuilders Investments in Goleta, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Cathedral Capital Wealth Management, Biltmore Wealth Management, JS Strategic Advisors, and Cambridge Investment Research. Wealthbuilders Investments serves individual and high-net-worth clients, trusts, family offices, businesses, and charitable organizations, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm offers customized, long-term portfolios using fundamental, technical, and cyclical analysis, and incorporates Biblically Responsible Investing principles alongside proprietary private fund management.