Sopris Wealth
Personal Financial Planning, Designed to Empower You
Mount Sopris, (pronounced “so-priss”), is a beautiful, dual-peaked mountain outside the small town of Carbondale, Colorado. It is a reminder to look up from time to time, enjoy the beauty of your surroundings and consider the bigger picture. On a personal note, it represents being thankful for where we came from, while keeping an eye on where we are going. It is a reminder of family and those who work tirelessly to do the best they can for their loved ones.
Sopris Wealth is a female-owned, independent financial services firm based in Fort Collins, Colorado. We provide comprehensive financial planning through our signature planning process, delivering personalized guidance and one-on-one attention as we partner with clients throughout their financial journey.
Our advisors offer counsel across a wide range of planning needs, including retirement planning, tax-advantaged investment strategies, wealth transfer, income planning, and estate and inheritance planning. We bring extensive experience managing diverse asset classes, including stocks, bonds, ETFs, mutual funds, and real estate.
Our mission at Sopris Wealth is financial empowerment through personalized planning and education. Guided by our core values of integrity, empowerment, balance, and stability, we strive to bring clarity and intention to everything we do. Sopris Wealth is led by Partners Kristina Paz, CIMA® and Jessica Beck, CFP®, with Kristen Blake as Practice Director.
Our Services
We provide comprehensive financial guidance tailored to your needs, helping you navigate decisions with clarity and confidence. Our approach is designed to support you through every stage of your financial journey.
Comprehensive
Planning
Through planning, we make sense of your financial life and help put all the pieces together.
Portfolio
Management
We build actively managed portfolios to align with your values, risk tolerance, personal goals, and the changing economy.
Financial
Strategies
We do the research and due diligence to find appropriate financial solutions to help fill the gaps in your plan and portfolio.
Our Financial Planning Process
Addressing Your Financial Needs with a Sound Money Management Philosophy
Financial planning should feel clear, collaborative, and personal. Our process is designed to help you understand where you are, where you want to go, and how we can support you along the way.
At Sopris Wealth Advisors, our advisors hold both the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst® (CIMA®) designations, two highly respected credentials that reflect expertise in both comprehensive financial planning and sophisticated investment management. These advanced certifications demonstrate our commitment to helping you navigate all aspects of your financial life with clarity, confidence, and care.
Ready To Take The Next Step?
Take the first step toward a clear, confident financial plan with a complimentary consultation.