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(303) 910-9751 info@fourpointswealth.com

 * 
 * What We Do
 * About
 * Resources
 * Contact Us

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 * 
 * What We Do
 * About
 * Resources
 * Contact Us


WEALTH MANAGEMENT FOR
YOUR ACTIVE LIFESTYLE AND
ADVENTUROUS SPIRIT

Advisor-Driven, Technology Enabled Dynamic Wealth Solutions

MAP OUT YOUR FUTURE
LEARN MORE


TO REACH THE SUMMIT OF A FORMIDABLE MOUNTAIN, YOU’LL NEED A VISION, PLAN, AND
SOLID EXECUTION.

Are you tired of living in fear of financial uncertainty? At Four Points Wealth
Management, we believe in taking an active approach to financial planning,
empowering passionate individuals to achieve their ambitious goals. Our clients,
including high-achieving professionals and inspired entrepreneurs, are driven by
a desire for wealth creation and financial freedom. At Four Points Wealth, we
specialize in crafting personalized wealth management strategies tailored to
your active lifestyle. Whether you’re exploring the vibrant offerings of
Colorado or embarking on adventures around the globe, our mission is to support
your journey towards financial independence. Say goodbye to financial stress and
hello to the life you’ve always dreamed of. Partner with Four Points Wealth
Management and start building the future you deserve today.

Create your vision of financial success

Goals-based Investment Management

Efficient and Effective tax planning

Working with a CFP Professional


GOALS-BASED INVESTMENT MANAGEMENT

To create a lucrative investment strategy, we need to understand your whole
financial picture. When we know this, we can execute a practical investment
strategy to achieve your long-term goals without sacrificing your short-term
ambitions. Four Points Wealth has a robust suite of investment solutions that
will get you where you want to be


EFFICIENT AND EFFECTIVE TAX PLANNING

A silent killer of your financial goals is ineffective tax planning that puts a
strain on your investment returns and reduces your financials. Four Points
Wealth takes a proactive approach to tax planning to help mitigate taxes in
retirement, create efficient investment portfolios, and help you plan for future
tax events.


CREATE YOUR VISION OF FINANCIAL SUCCESS

Your idea of financial success relies on the right pieces coming together. The
Four Points Wealth approach helps you identify your goals, creates a plan for
success, guides you on how to execute the plan, and ultimately celebrates your
financial successes!


WORKING WITH A CFP® PROFESSIONAL


When it comes to planning for a stable financial future, it’s all about
partnering with an advisor who is committed to putting your interests first. As
a Certified Financial Planner®, Taylor Leary will help you create a financial
plan that’s as dynamic as your life.


WE EMPOWER YOU TO LIVE YOUR BEST LIFE

Most traditional advisors are not trained to catapult their clients to success
by teaching financial behavior adjustment. Taylor’s non-traditional Mindful
Wealth protocol is like a workout to build financial vitality, freeing up your
time and energy.

You’ll walk out of our complementary consultation armed with a newfound
financial clarity that will accompany you through our personalized planning and
management journey until you reach your financial and lifestyle destination.

Financial
Planning

 Investment Management

Legacy
Planning

Retirement Planning

Risk
Management

Tax
Planning


A DECADE OF DEDICATION — LIFESTYLE SUCCESS STORIES:

Create your family’s Financial roadmap

Accumulate wealth that serves your goals

Thrive in
(and through) retirement

Create generational wealth


MICKEY J.

We first got with Taylor a little over 6 years ago when I was preparing to
retire and my wife had just retired. It has been a great relationship and I
think we have kept our investment and perhaps added a little, even after the
RMD’s. Taylor is not only our financial guy, but also a friend. We always start
our our meetings with how he and his family is doing and how we and our kids and
grand kids are doing. It is that kind of relationship that makes me feel good
and confident about the financial advice he gives us. Never high pressure but “I
have this that I think you might be interested in” approach that I love.




RUTH K.

Taylor has helped me with my Personal Investments and also with my brothers as
he has passed. He is always willing to take the time to explain and answer my
questions. My two joys are now going to use Taylor as their Advisor


KAY F.

Taylor works with me with my longer term financial goal always in mind. He is my
levelheaded advisor who brings the focus back to the strategic financial goal.
He welcomes ideas, questions and open to new thoughts. Wealth management can be
a very emotional business, but with Taylor on my side. I’m in good hands.



DON H.

Taylor has been managing my account for seven years now. He takes my interests
very seriously, he always informs me if we need to make a change and is very
good at explaining it so I can understand. I trust Taylor to always do what is
in my best interest.


KENT F.

Working with Taylor at Four Points WM is great. We worked together to develop a
strategy, and he took care of the details to meet the strategy. He is
personable, professional and listens to my needs and goals. My expectations are
always met, and financial goals exceeded. I am very pleased!


JOHN C.

Taylor is a top notch investment advisor. He keeps us informed about our
investment strategy and options for meeting our goals. He is very intelligent,
friendly and a pleasure to work with. Best of all he’s a CU Buff.
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NOT YOUR PARENTS’ FINANCIAL PLAN

When I first started my financial advisor career, I was faced with a daunting
task — helping a generation of investors recover from the greatest financial
catastrophe since the Great Depression. It was 2009, and I was beginning to see
how investor behavior created disastrous outcomes. People were fearful,
skeptical, and outright afraid of investing.

I honed my approach to wealth management by watching and learning from large
investment institutions, smaller financial management firms, and veteran
advisors, but when I decided to pioneer Four Points Wealth Management, I wanted
to take a different approach to financial planning and investment management.
Instead of applying old school or traditional thinking, I applied a modern twist
to wealth management — leveraging technology and integrating modern personal
finance techniques. Four Points Wealth’s truly fiduciary approach to financial
services gives all of our clients the confidence that they are getting the most
value for their money.


FINANCIAL INSIGHTS

for Adventurous Lifestyles


HOW TO INVEST WITH TODAY’S CHANGING INTEREST RATES

If you’re unfamiliar with the power of a Federal interest rate cut, picture
this: borrowing money becomes cheaper, mortgages become more affordable, and
businesses can expand more easily. That’s the power of a rate cut.  And
recently—on September 18, 2024—the...

read more


ESSENTIALS TO CONSIDER BEFORE STARTING A SIDE HUSTLE

Heads up: this blog post might change your opinion on the value of a side
hustle. The term, “Side Hustle” has exploded over the last few years.
Popularized during the pandemic, where life slowed down just enough to give
people time to consider new career ideas, it has...

read more


WHAT THE FIRE MOVEMENT GETS WRONG

Throughout my career, I have seen so many flavors of financial planning. So many
online experts offer paths to financial success or financial freedom. Sometimes
it feels like most of the Millennial Financial Planning strategies come in the
form of a hot new trend. One...

read more


YOUR MINDFUL WEALTHTM


JOURNEY BEGINS HERE

You just need to envision your future — we’ll help lead you
there step-by-personalized-step.

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Email

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CONTACT US

6400 S Fiddlers Green Cir #250 Greenwood Village, CO 80111

(303) 910-9751

info@fourpointswealth.com

Disclosures
Get In Touch
Resources



Advisory Services are offered through CS Planning, Corp., an SEC Registered
Investment Advisory firm.