Develops and maintains client relationships. Prepares client financial plans and investment policy statements, works with clients to make financial and investment decisions and implement those decisions, and monitors client investment portfolios.
Develops and maintains client relationships. Prepares client financial plans and investment policy statements, works with clients to make financial and investment decisions and implement those decisions, and monitors client investment portfolios.
WAKEFIELD WEALTH MANAGEMENT
7887 East Belleview Avenue Suite 800
Englewood, CO 80111
(303) 771-0630