Wealth Management done right.

Make a plan, execute the plan, enjoy life. Clients come first (but that should be a given).

About Chris Fleurat

Christopher Fleurat earned a Bachelor of Arts in Business from the Leeds School of Business at the University of Colorado, Boulder. Over the past 16 years, Chris has had the opportunity to work in various areas of the financial industry, as a financial analyst, insurance specialist and annuity wholesaler all of which solidified his knowledge of finances and today inform his approach to sound financial advising, planning and wealth management.

Chris prides himself in taking the time to truly know his clients.  It is his belief that much like a doctor who must assess a patient’s needs before prescribing a medication, so must a wealth management advisor determine the “health” of his clients prior to advising them. At the same time, he wants those seeking his services to feel confidant in his expertise.

Christopher also wants his clients to make educated decisions regarding their financial future. For those who find the world of finances perplexing, rest assured as Chris has the keen ability to translate the complexities of the financial products and services available for his clients thereby allowing them to make informed decisions regarding their financial future.

Only after gaining a clear understanding of his clients needs and dreams, goals and risk tolerance will Chris develop a financial plan and long-term strategies for building and securing wealth. Together with his clients, Christopher Fleurat will help grow, manage and balance their investment portfolios.

Christopher resides in Colorado. He is a proud husband and father of three adorable children. When not working with wealth management clients, he loves spending time outdoors golfing, fly fishing, hiking, camping and skiing.

Services

College Planning- 529 Plans
Annuities
Retirement Income Planning
Small Business Retirement Planning
Legacy/Estate Planning
Life Insurance + Long-Term Care

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Contact

2801 Youngfield Street, Ste 300
Golden, CO 80401

303.717.6278

 

 

See the background of this investment professional on BrokerCheck