We work with the people who won the West. The boot strappers. The empire builders. The family business thrivers. The scared-to-death-and-saddling-up anyway doers. The chance takers. The future makers. The people who love the American West like we do. The ones who make it great every day. We know the place. We know the people. We know the challenges. We help you make your life here even more amazing by building and protecting your wealth. We aren’t here to lecture you. We’re here to make your efforts lasting and lucrative. What we do: Wealth Building and Investment Management Tax Efficient Investing Legacy and Multi-generational Planning Protection and Risk Management Who our clients are: Energy Sector Entrepreneurs and Executives Ranching/Farming/Agritourism Entrepreneurs and Families Innovators/Scientists/Engineers Family Business Owners Securities and Advisory services offered through LPL Financial, LLC Member FINRA/SIPC.