Insights

Small Firm Core A small, tightly held independent financial services firm with 2-10 employees and revenue in the high six figures to low seven figures presents a strong opportunity for earlier-stage partnerships, scalable tech adoption, and tailored wealth management solutions for owners and their teams.

Owner to Owner Position the offering as business owner to business owner value, highlighting strategies to attract and retain key talent, maximize business value, and optimize taxes, aligning with client objectives of upgrading their financial team.

Tech Modernization Notable tech stack usage (Hotjar, Cloudflare, Mailgun, Google Tag Manager, Datadog, JSON-LD, jQuery) signals openness to digital enablement; sales opportunities exist in modern advisory platforms, data analytics, and marketing tech enhancements.

Growth Readiness Revenue in the $1–10M range and plans to grow suggest a need for scalable back-office, compliance, and wealth management solutions that support expansion, regulatory readiness, and enterprise-grade service levels.

Partnership Positioning As a registered representative through PAS and Guardian with a formal compliance note, there is room to offer integrated insurance, risk management, and retirement solutions while clarifying fiduciary roles for potential cross-sell and multi-product packages.

Strategic Wealth Partners of Colorado Tech Stack

Strategic Wealth Partners of Colorado uses 8 technology products and services including Hotjar, Cloudflare, Mailgun, and more. Explore Strategic Wealth Partners of Colorado's tech stack below.

  • Hotjar
    Analytics
  • Cloudflare
    Content Management System
  • Mailgun
    Email
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Site24x7
    Real User Monitoring
  • Google Tag Manager
    Tag Management
  • GoDaddy
    Web Hosting

Strategic Wealth Partners of Colorado's Email Address Formats

Strategic Wealth Partners of Colorado uses at least 1 format(s):
Strategic Wealth Partners of Colorado Email FormatsExamplePercentage
First.Last@mystrategicwealth.comJohn.Doe@mystrategicwealth.com
89%
First.Middle@mystrategicwealth.comJohn.Michael@mystrategicwealth.com
11%

Frequently Asked Questions

What is Strategic Wealth Partners of Colorado's phone number?

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You can contact Strategic Wealth Partners of Colorado's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Strategic Wealth Partners of Colorado's official website and social media links?

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Strategic Wealth Partners of Colorado's official website is mystrategicwealth.com and has social profiles on LinkedIn.

How much revenue does Strategic Wealth Partners of Colorado generate?

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As of July 2026, Strategic Wealth Partners of Colorado's annual revenue is estimated to be $1M - $10M.

What is Strategic Wealth Partners of Colorado's NAICS code?

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Strategic Wealth Partners of Colorado's NAICS code is 52 - Finance and Insurance.

How many employees does Strategic Wealth Partners of Colorado have currently?

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As of July 2026, Strategic Wealth Partners of Colorado has approximately 4 employees across 1 continents, including North America. Key team members include Financial Advisor: K. J.. Explore Strategic Wealth Partners of Colorado's employee directory with LeadIQ.

What industry does Strategic Wealth Partners of Colorado belong to?

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Strategic Wealth Partners of Colorado operates in the Financial Services industry.

What technology does Strategic Wealth Partners of Colorado use?

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Strategic Wealth Partners of Colorado's tech stack includes HotjarCloudflareMailgunJSON-LDjQuerySite24x7Google Tag ManagerGoDaddy.

What is Strategic Wealth Partners of Colorado's email format?

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Strategic Wealth Partners of Colorado's email format typically follows the pattern of First.Last@mystrategicwealth.com. Find more Strategic Wealth Partners of Colorado email formats with LeadIQ.

When was Strategic Wealth Partners of Colorado founded?

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Strategic Wealth Partners of Colorado was founded in 1987.
Strategic Wealth Partners of Colorado logo

Strategic Wealth Partners of Colorado

Financial ServicesColorado, United States2-10 Employees

Strategic Wealth Partners of Colorado operates in the financial services sector, offering guidance to business owners on matters related to compensation, business value, tax efficiency, and building a strong financial team. The firm’s focus centers on helping clients incentivize and retain key talent, maximize the value of their business, and reduce tax burdens, positioning it as a resource for business owners seeking strategic financial partnership rather than routine planning.

Based in Greenwood Village, Colorado, the company serves a small-scale professional practice, providing services through a local presence as part of its advisory offering. Its operations are conducted in collaboration with Park Avenue Securities and The Guardian Life Insurance Company of America, indicating a relationship with established financial service networks. The overview notes a client profile consisting of business owners who want to think differently about their business and money, with the firm described as one that works from the perspective of other business owners. A brief compliance disclaimer accompanies the information, reflecting standard industry practices. A recent development noted is the firm’s continued positioning within a broader network of financial services entities through PAS and Guardian affiliates.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1987
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Strategic Wealth Partners of Colorado's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Strategic Wealth Partners of Colorado's revenue is estimated to be in the range of $1M - $10M

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