5299 DTC Blvd.
Suite 320 Greenwood Village, CO 80111
(303) 770.0154 info@cpfallc.com

 

 

 

 

New Wealth

CPFA provides comprehensive strategies and advice to those with new wealth, whether earned or inherited, including:

  • setting consumption goals
  • tax planning
  • estate planning
  • philanthropic planning
  • wealth transfer planning
  • capital preservation



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