The Wealth Conservancy, Inc.
The Wealth Conservancy, Inc.
You have funds that came to you because you are a beneficiary of a trust, you have a divorce settlement, or a loved one passed. You have a big responsibility and little training. We understand and respect your circumstances and we are here to give you perspective and control. - Myra Salzer, CFP®
Fee-Only financial planner located in Boulder, CO, serving clients locally and across the country
Myra Salzer is a Boulder, CO fee-only financial planner. The Wealth Conservancy, Inc. provides financial planning and wealth coaching for clients who receive significant wealth. Myra and her team make sure that you understand what you own, how much you can afford to spend and give away, and other relevant financial-planning topics including estate planning, investments, philanthropy, asset protection, and more.
Myra Salzer is a CERTIFIED FINANCIAL PLANNER™ professional and the founder 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 and her team have been helping clients achieve fulfillment as they find positive and effective ways to meet their goals and ambitions. She has given a TEDx Talk on Wealth Prejudice and is 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 coaching, workshop facilitation, speaking, and books, Myra inspires recipients of wealth to integrate with their wealth and tackle its challenges. No two clients are the same, so no two engagements mirror each other either. In other words, clients enjoy bespoke service.
Myra Salzer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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. Your general visions and aspirations guide every step of our relationship. We work together to establish control of your finances and engage the power of your wealth.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Myra Salzer is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Myra Salzer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Myra Salzer Gave a Talk at TEDxWilmington called "Wealth Prejudice: How It Affects You"
Myra Salzer is Quoted in the Journal of Financial Planning: "A Tale of Two Transitions"
Myra Salzer Discusses "How to Build, Protect and Pass on Your Wealth" on I Love Marketing with Joe Polish
Myra Salzer is Contributor to The Huffington Post
Myra Salzer is Quoted in the LA Times: "Sort Out the Emotional Issues in Your Inheritance"
Myra Salzer is Quoted in the Chicago Tribune: "High Heir Pressure"
Myra Salzer is Quoted in the New York Times: "PRELUDES; Money, Money, Money. Guilt, Guilt, Guilt."
Myra Salzer is Quoted in the Wall Street Journal: "Helping a Teenager Navigate a Giant Inheritance"
Myra Salzer is Quoted on Yahoo Finance: "4 Money Mistakes People Often Make After a Spouse Dies"
Myra Salzer is Quoted in Financial Advisor Magazine: "Tension Tamers"
Myra Salzer is Published on The Glass Hammer: "Four Expert Tips on Personal Finance for Executive Women"
Myra Salzer is Quoted in The Christian Science Monitor: "Win the lottery? How to manage the windfall"
Myra Salzer is the Author of The Cabin: Building a Family-Of-Affinity Office
Myra Salzer is the Author of The Confident Inheritor: No Apologies Necessary
Myra Salzer is the Author of Living Richly: Seizing the Potential of Inherited Wealth
Myra Salzer is the Author of The Inheritor's Sherpa: A Life-Summiting Guide for Inheritors
Myra Salzer is Quoted on Kaufman Rossin: "Privacy, Affluenza, Social Media Fuel Growth of Family Offices"
Myra Salzer is Quoted on INC.: "Family Planning: A Rough Guide to Business Succession"
Myra Salzer is Featured Presenter for TIGER 21
Myra Salzer is Quoted on AskMen: "You Won The Lottery. Now What?"
Myra Salzer is Interviews on Guest of a Guest: "The Perils Of Inherited Money"
Contact Myra Salzer
1525 Spruce St
Boulder, CO 80302