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Climb Every Mountain

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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Our Services

We are Trailblaze Wealth Group. We have years of combined experience creating personalized retirement strategies for individuals, families, and Professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to the services we offer. Instead, we offer you the quality education on the choices available to you. We focus on building you the most suitable strategy, meeting your risk tolerance and time horizon.

Investment

Investment

Create an investment strategy tailored to you.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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We're Here For You!

Our advisors combine over 70 years of experience! We look forward to working with you!

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
Learn More
Estimate Your RMD

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.
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Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Learn More

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Alex Macneal-Balcer

Alex Macneal-Balcer

Advisor Assistant

720-278-9199

alex.macnealbalcer@lpl.com

Carolyn Mills

Carolyn Mills

Advisor Assistant

carolyn.mills@lpl.com

Christopher Darnell

Christopher Darnell

LPL Financial Advisor

christopher.darnell@lpl.com

Claudia Saiz

Claudia Saiz

Advisor Assistant

(505)348-7295

csaiz@wradvisors.com

Franklin Payne

Franklin Payne

LPL Financial Advisor | Pueblo Location

franklin.payne@lpl.com

Kirby Shineman

Kirby Shineman

LPL Financial Advisor | Colorado Springs and La Junta Locations

kirby.shineman@lpl.com

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