Building a Better Future
We are a warm and welcoming team that has proudly served a wide range of multigenerational families and business owners with careful guidance and straightforward advice for more than 20 years.
Our Most Valuable Assets Are the Values We Pass On.
Marty Wilcoxson began working as a financial advisor more than 26 years ago. Founded by a seasoned woman advisor, our firm understands the financial challenges women and families face.
In 2000, Marty affiliated with Commonwealth Financial Network®, which provides business solutions and support to a nationwide network of independent financial advisors.
By 2005, Marty’s son, Josh Wilcoxson, was serving clients as a financial advisor, eventually joining the family business in 2010.
Wilcoxson Wealth Management has been serving the Pueblo community for more than 20 years. We are a recognized name you know and trust. We work closely with the community, partner with several local nonprofits, and treat our clients like members of the family.
Our firm was founded on the core values of integrity and fairness. We demonstrate our commitment to those values by being up-front and honest about how we are paid and what fees we charge.
We will offer you a complimentary consultation, so we can get to know you, your situation, and the goals you want to achieve. Our investment management services start at an annual fee of 1.25% of assets under management. Our hourly wealth management consulting fee is $175 per hour. Creating your personal financial plan can cost $1,000 or more, depending on the complexity of your situation.
We strive to make the investing process easy to understand and less stressful for our clients. We build long-term relationships with multigenerational families with the aim to help them manage their long-term wealth.
Let’s Chat Today
We’d love to learn more about your goals, concerns, and dreams. Contact us today to set up a complimentary consultation.