Avera Capital Wealth Management, a small investment advisory firm based out of Grand Junction, CO, is dedicated to providing comprehensive wealth management solutions to a diverse client base. With over 180 individual clients and an impressive $122,279,000 in assets under management, the firm has gained a reputation for its commitment to delivering personalized financial strategies. Operating from three offices, Avera Capital Wealth Management possesses the expertise and capability to effectively manage employer funds in addition to their focus on 401Ks and individual accounts, which collectively represent less than 30% of their assets under management. Their discretionary management approach ensures that 100% of the assets they oversee benefit from informed investment decisions. The firm's compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, offering flexibility to meet the diverse needs of their clients. With a team of five dedicated employees, including two investment advisory professionals, Avera Capital Wealth Management achieves an average of approximately $61,140,000 in assets under management per investment advisor, aligning with the industry average. Adam Camacho and John Maurer, two of the longest tenured registered advisors, bring extensive experience and expertise to Avera Capital Wealth Management. Their commitment to providing exemplary service has contributed to the firm's success in building lasting relationships with their clients. As a trusted partner in wealth management, Avera Capital Wealth Management continues to prioritize the financial well-being of their clients. By combining personalized strategies, comprehensive services, and a client-centric approach, the firm strives to help clients achieve their financial goals and secure a prosperous future.

Rosecap Investment Advisors, LLC, headquartered in Grand Junction, CO, is a leading investment advisory firm specializing in managing assets for high net worth individuals. With a total of 5 employees, including 4 dedicated investment advisors, Rosecap has established itself as a trusted partner in the financial industry. Their impressive average of approximately $346,050,000 in assets under management per investment advisor surpasses the industry standard, highlighting their expertise and ability to deliver exceptional results. Rosecap's compensation structure is designed to align their interests with those of their clients. It includes various types of fees, such as a percentage of assets under management, fixed fees, and performance-based fees. With over 260 individual clients and a total of $345,304,000 in assets under management, Rosecap demonstrates their commitment to personalized service and effective wealth management strategies. Although the majority of the assets they manage are for high net worth individuals, Rosecap also possesses the capability to handle employer funds, ensuring a comprehensive approach to investment management. Additionally, all of the assets managed by Rosecap are discretionary, allowing them the freedom to make investment decisions on behalf of their clients. As a small investment advisory firm, Rosecap Investment Advisors, LLC operates from a single office in Grand Junction, CO. The company boasts a team of experienced advisors, including Sarah Graff, Ethan Corman, and Matthew Rosenberg, who have contributed significantly to the firm's longstanding success. Their collective expertise and dedication to client satisfaction make Rosecap an outstanding choice for individuals seeking reliable and tailored investment advisory services.