Wealth Management Services in Colorado Springs, CO

Grow It. Keep It. Make It Work Harder.

In a city where innovation meets outdoor living, you want more than a “set it and forget it” approach to managing your money. Whether you're planning for early retirement in Rockrimmon or navigating equity compensation in the Springs’ growing tech corridor, Straight Talk CPAs offers wealth management strategies that help your money grow with purpose.

We’re not here to sell you products. We’re here to help you make strategic decisions that align with real-life goals, like:

  • Reducing long-term tax exposure
  • Creating sustainable income streams
  • Protecting wealth through major life changes
  • Investing smarter without emotional guesswork

Our approach to wealth management starts with where you are—and scales with where you're going.

No Fluff. Just Strategy.

A View Bigger Than Colorado Springs

While we know local trends—from the housing market to startup growth near University Village—our strategies stretch far beyond city limits. Straight Talk CPAs combines local insight with a national perspective so you can manage your wealth like a pro, wherever life takes you.

Rita, a 43-year-old small business owner in Colorado Springs, came to us with $187,000 spread across brokerage accounts, savings, and a dormant SEP IRA. She had no clear plan and felt like her money was just “sitting there.”


Here’s how we helped:

  • Created a consolidated investment and tax strategy
  • Opened a Roth IRA with planned contributions of $7,000/year
  • Set up a quarterly income forecast based on her business seasonality
  • Provided real-time dashboards to track net worth growth

Within 10 months, Rita reduced her tax liability by $11,300 and gained full clarity on how her assets worked together to build future income.

“For the first time, I feel like I’m driving the bus—not just riding along.”

Case Study: From Overwhelmed to Organized

What You Can Expect

When you work with Straight Talk CPAs for wealth management in Colorado Springs, you'll get:

  • Independent, conflict-free advice
  • Clear tax planning integration
  • Personalized investment strategy reviews
  • Regular check-ins with data you can understand
  • Support during financial transitions like business exits or major purchase

FAQs

  • Is this only for high-net-worth individuals?

    Not at all. Many clients come to us in growth mode. The earlier you start managing your wealth strategically, the better your long-term outcome.

  • Can you help with business wealth and personal planning?

    Yes. We coordinate both sides of your financial picture to build a cohesive plan.

  • Do you manage investments directly?

    We provide advisory input and refer to vetted investment managers when needed—but our focus is planning, tax impact, and long-term structure.

  • What about taxes?

    Every plan integrates tax strategy, from investment timing to withdrawal structure. We’re CPAs—tax planning is part of the deal.

  • How often do we meet?

    Typically quarterly, or during key transitions. You’ll never feel left in the dark.