RBC WM - ARTICULATE WEALTH
102 S Tejon Street, Ste 460 Colorado Springs, CO 80903
Suite 101
Colorado Springs, CO 80903
United States
Phone: 7192481005
Email: tara.seegers@rbc.com
Website: HTTPS://ARTICULATEWEALTH.COM
Training: Active Registered Life Planner® more info
Specialties
I work with Multigenerational family offices, business owners, non-profit organizations and charitable foundations to provide financial security and peace of mind through customized and comprehensive planning-focused wealth management consulting. This includes goals-based planning, investment advice, estate planning, retirement funding, gifting strategies, asset-based lending, etc.
About My Practice
Let's Build a Roadmap to Live Out Your Dreams.
At Articulate Wealth, we are a team of driven certified financial planners and advisors who thrive on seeing our clients utilize their wealth to live the life of their dreams.
Managing your assets and overseeing your comprehensive financial picture is just part of what we do. Our mission is to help you articulate your goals and provide a clear roadmap for how to achieve them.
No matter where you are on your journey or what life throws at you, we work tirelessly to create the best strategy for any given situation – no matter how complex.
The more we know about you and your family, the better we can serve you. Here’s a list of our services. As one client recently said, “If it has anything to do with money or strategy, I'll call you.”
Ideal Clients
Our client's are focused on living their best life - we partner alongside you, to help facilitate a tangible roadmap that gives you confidence to move forward toward your ideal. Money is a tool, but without clarity on what you care about most, money is relatively ineffective. We help you steward your resources effectively toward achieving your ultimate dreams!
Qualifications
At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity, independence and reliability that allows you peace of mind.
Compensation
We are a fee-based advisor - our desire is to align our compensation with the health and growth of your assets under our care and advisory.
Industry Start Date
2013