Myra Salzer| CFP®
The Wealth Conservancy, Inc.
- Fee-Only Financial Services
- Wealth Coaching for Inheritors
- Interpreter Between Inheritors and Advisors
- Simplification of Complex Trusts
- Interpreter Between Clients and Trustees
- Philanthropic Duties/Obligations
- Gift Planning During Lifetime and After
- Clarity of Received Inheritance(s)
Boulder, CO 80302
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Myra Salzer is a Boulder, CO Fee-Only Financial Planner serving Boulder and all surrounding areas. The Wealth Conservancy, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Myra Salzer is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Myra Salzer is a CERTIFIED FINANCIAL PLANNER™ professional and the founder and president of The Wealth Conservancy, Inc. As a wealth coach and inheritor’s advocate, Myra’s specialty is ‘interior finance,’ or the personal aspects of inherited wealth. For more than 30 years, Myra has been helping clients achieve fulfillment as they find positive and effective ways to meet their goals and ambitions. She is a TEDx speaker and the the author of four books on topics ranging from inheritance and its effect on individuals’ self-worth to establishing a near-perfect Family Office. Through her books, Myra speaks directly to inheritors, providing reassurance of their greatest potential as human beings, and she shares with readers her secret to integrating with wealth. In addition to her books, Myra developed TIES (The Inheritor’s Empowerment System), a series of nine steps for inheritors who want to harness the potential of their wealth and realize their greatest life ambitions.
Myra has been featured in media interviews and on-air appearances. (Visit In The Press for details.) Her work-related interests include speaking to groups on the topics of building an ideal family office, graciously receiving an inheritance, and on how wealth creators can give their money away in a positive manner. Myra also facilitates workshops for inheritors, coaching them on integrating with their wealth.
The Wealth Conservancy’s audience is specific: people who inherit significant wealth. This fee-only financial-planning, wealth-coaching, and asset protection firm is founded and run by inheritor advocate and author Myra Salzer. She and her colleagues bring decades of listening and solution-driven experience to her client-centered approach that keeps you, the inheritor, at the center of your wealth.
It all starts with your general visions and aspirations; your life goals guide every step of our relationship. From there, we work together to establish control of your finances and engage the power of your wealth.
If you would like a confidential consultation, please request one here. Of course, if you prefer, you are more than welcome to call us directly at 303-444-1919 or toll free at 888-440-1919. All consultations with clients are confidential.