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Targeted Wealth Solutions

Business Address:
Briargate Blvd and Lexington
Colorado Springs, CO 80920
El Paso County
Business Contact:
MPAS® Brandon LaValley
Co-Founder / Director Financial Planning
Contact Targeted Wealth Solutions

Service Disabled Veteran OwnedAir Force, Reserves✓ Verified Member #29458Member since October 26th, 2017


Targeted Wealth Solutions is a fee-only, fiduciary, Registered Investment Advisor focused on helping the military community and small business owners meet their financial goals. We never charge a commission, and we never sell a product. We are legally obligated to act in our client's best interest.

Please mention you proudly found Targeted Wealth Solutions on Veteran Owned Business (VOB)!

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Targeted Wealth Solutions - Tagline/Slogan:
Fee Only, Fiduciary, Financial Planning; focused on small business owners, service members, and veterans.

Hours of Operation (Time Zone: Mountain)

8:00am - 6:00pm

8:00am - 6:00pm

8:00am - 6:00pm

8:00am - 6:00pm

8:00am - 6:00pm

9:00am - 5:00pm

9:00am - 5:00pm
After hours phone consultations can be scheduled with advance notice

Listings

NAICS Codes

NAICS Code 541611: Administrative Management and General Management Consulting Services
NAICS Code 523930: Investment Advice

Serviceable Areas

Colorado Front Range Colorado Springs Global Clients


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