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Vista Process

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Free Social Security Analysis

At Speicher Private Wealth, we serve as your complete wealth advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.

our firm

our firm

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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our services

our services

We offer a full range of services helping you grow, protect and pass on your wealth.

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our approach

our approach

We are process oriented and deliver a consistently exceptional client experience using our proprietary Vista Process.

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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RESOURCES

Our goal is your success. Below are some resources to help you have a successful financial future.

ARTICLES

A collection of handpicked articles.

CALCULATORS

Calculate elaborate financial decisions with total calculation.

VIDEOS

Even more videos to enjoy.

PRESENTATIONS

Managing your money involves more than simply making and following a budget.

Jeff Speicher

Jeff Speicher, AIF®

Founder - Managing Director

(970) 828-7000

Rae Jean Elmore-Zoltowski

Rae Jean Elmore-Zoltowski

Senior Client Experience Specialist

(970) 828-7000

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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

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