The Wealth Conservancy, Inc.
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.
If you would like a confidential consultation, please visit www.thewealthconservancy.com to submit a request. Of course, if you prefer, you are more than welcome to call us directly at 303-444-1919. All consultations with clients are confidential.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.