About Stefan
My primary focus is helping my clients achieve a peace of mind knowing their money and wealth is being managed in a way that enables them to pursue what is most important to them without having to worry about their financial ability to attain, maintain, and protect that which they are seeking. My wife and I are both Colorado natives and have three young children. When we aren’t running around to sporting events we make we make every effort to enjoy all that Colorado has to offer, especially skiing.
Areas of focus
Credentials & background
Designations
Licenses
Education
University of Colorado at Boulder, Bachelor's in Finance
Clients served
Regulatory
- Firm CRD #310496
The firm
JWM is an independent, fee-only firm that provides comprehensive financial planning in the following areas: retirement planning including investment and tax planning, cash flow and debt management, education, insurance and even estate planning. I also offer two types of service offerings to fit your situation: (1) One-time project-based plans; and (2) Highly personalized investment management solutions with ongoing financial planning included.
115 S. Wilcox St. Suite 220 Castle Rock, CO 80104$856M assets under management