Snowball Wealth Management |3445 Penrose Place 130BoulderCO80301 | (303) 666-6292

Snowball Wealth Management

3445 Penrose Place 130
Boulder, CO 80301

KNOW WHAT YOU OWN AND WHYAt Snowball Wealth Management we believe everyone deserves balanced financial advice directly from the advisor that makes the investment decisions. We do our own research and love to educate our clients about their portfolio. We don't have minimum net worth or minimum portfolio requirements. As an independent, fee-only, Registered Investment Advisor (RIA) we adhere to a fiduciary standard and enjoy helping our clients integrate their financial resources with their life goals.

Contact Hours

FEE-ONLY RIA

$80M AUM

CFP^®

FINANCIAL PLANNING +
ASSET MANAGEMENT

Financial planner Louisville, CO

Services

Snowball Wealth Management provides sound financial advice, financial planning strategies, and investment management for clients who want to take control of their financial future.

Financial Advising
Asset Management

Our Company

Two independent, fee-only firms merged to create Snowball Wealth Management. We are a full financial services firm designed to meet your needs. With an extensive network of financial and legal professionals, we have experts who can give you a complete understanding of your financial life and health.

Fee Structure

We believe in transparency. That’s why we give full disclosure on prices and proudly display our fee structure. Our fee structure follows a regressive model, which allows your fee percentage to decrease as your wealth grows.