My approach
The cornerstone of my philosophy is to know the client. By listening and helping clients assess their needs, my team and I work to develop a customized financial plan. This philosophy recognizes that each client has unique circumstances. Gathering information, listening carefully, and understanding the client’s situation is the foundation of every decision we will make together.
Areas of focus
P.S. With our Confident Retirement® approach, we'll create a road map to the future you want. How can I help you retire on your terms? Take the first step with the 3-Minute Confident Retirement® check.
Daniel B. Schultz, CFP®, CDFATM, CRPC®, APMA®
Private Wealth Advisor | Managing Director
Brightside Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC
An Ameriprise Private Wealth Advisory Practice
.................................
Ameriprise Financial Services, LLC
1881 9th Street,
Suite 302
Boulder, CO 80302
O: 720.565.6117 | F: 720.565.9823
Toll Free: 866.532.6993
Support staff contact information is available on my website
CA Insurance License #0I53662
The cornerstone of my philosophy is to know the client. By listening and helping clients assess their needs, my team and I work to develop a customized financial plan. This philosophy recognizes that each client has unique circumstances. Gathering information, listening carefully, and understanding the client’s situation is the foundation of every decision we will make together.
Areas of focus
- Retirement Planning Strategies
- Women's Financial Strategies
- Divorce Financial Planning
- Estate Planning Strategies
- Family Finances
- Charitable Giving
- Employee Stock Options
P.S. With our Confident Retirement® approach, we'll create a road map to the future you want. How can I help you retire on your terms? Take the first step with the 3-Minute Confident Retirement® check.
Daniel B. Schultz, CFP®, CDFATM, CRPC®, APMA®
Private Wealth Advisor | Managing Director
Brightside Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC
An Ameriprise Private Wealth Advisory Practice
.................................
Ameriprise Financial Services, LLC
1881 9th Street,
Suite 302
Boulder, CO 80302
O: 720.565.6117 | F: 720.565.9823
Toll Free: 866.532.6993
Support staff contact information is available on my website
CA Insurance License #0I53662
