Broker Check

Our Strategic Partners

Frascona, Joiner, Goodman and Greenstein, P.C. has been providing quality legal services in Boulder, Colorado since 1974. They provide a wide range of services, including the following: 

  • Estate planning
  • Trust and estate administration
  • Taxation
  • Real Estate Law
  • Business Law
  • Mediation
  • Divorce and Family Law
  • Employment Law
  • Foreclosure
  • Association Law
  • Construction Law

Tandem CPAs formed in 2021 after the successful merger between Flewelling & Mitton, PC and Burton & Company, LLC. Their specialties include the following:

  • Tax Preparation & Planning
  • Client Accounting Services
  • Bookkeeping & Financial Systems Consulting
  • Trusts & Estates
  • Debt and Financing Advice
  • Mergers & Acquisitions
  • Financial & Retirement Planning
  • IRS Representation
  • Contract CFO & Controller Services
  • Cash Flow & Budgeting
  • Financial Projections & Forecasts
  • Non-Profit Financial Services
  • Entity Selection

The above mentioned entities and the services they provide are neither affiliated with nor endorsed by LPL Financial or Woodlake Wealth Management. There is no requirement to utilize these entities and their services and the information is provided as a convenience only.

Western Wealth Management (WWM) is a hybrid investment advisor registered with the SEC servicing over $852 million in brokerage and advisory assets*. Their goal is to help Advisors, located all across the country, offer the broadest set of strategies possible to address clients’ financial needs. They bring a wealth of investment industry experience and wide professional expertise to the table. Beyond providing access to financial products and services, they provide support in assisting Advisors to follow a disciplined approach to balance risk and return.

*As of December 31, 2016

As the nation’s leading independent broker-dealer*, LPL offers an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 16,000 financial professionals and approximately 700 financial institutions. LPL also supports more than 4,000 other financial professionals with customized clearing solutions, advisory platforms, and technology.

*As reported by Financial Planning magazine, June 1996-2020, based on total revenue

You are under no obligation to use the services of ( 3rd party person/company name/or “any of the entities shown” ), and may choose any qualified professional to provide ( tax, CPA, legal, mortgage, etc. ) services ( or “any of the services described above” ). These entities and their services are not affiliated with LPL Financial and Woodlake Wealth Management.