Broker Check

Our Strategic Partners

The Cohen Law Firm is a full service law firm located in Boulder, Colorado. They act as legal, tax, and business advisors to their individual and business clients. They provide a wide range of services, including the following: 

  • Estate planning
  • Trust and estate administration
  • Formation and governance support for non-profits
  • Business formation and succession planning
  • Tax compliance and consulting
  • Tax controversy

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