An Exciting Collaboration

What happens when two veteran firms get together and decide to “walk a mile in the shoes of their clients”? After several brainstorming sessions, they develop a system called “Mapping Your Pathway Plan”. They assembled a Plan that they themselves would want to build and use:

Map Out the Plan on Paper

No advice to weigh or a series of current choices. Instead, a clear Pathway through a continuum of time that accounts for your goals, milestones, adventures, investments and yes, even setbacks. Will the Pathway wander and have detours? Yes, but let’s continually either stay on track or change the Pathway. Let’s avoid disruptive phone calls with risky tips or panicky changes responding to sudden stock market corrections.

Pure Transparency

No hidden fees or self-serving agendas from the big financial players.

Build a Risk Shield

Let’s make sure your and your family’s risk is carefully assessed at regular intervals on the Pathway. Let’s use powerful tools to build your Risk Shield™. And let’s have a rock-solid custodian for your investments like Fidelity Ameritrade so you can sleep soundly at night.

Advisor Aligned with Your Interests

No Commissions and incentives to churn your accounts. You and your advisor are going in the same direction on the same strategic Pathway, built to achieve your goals.

This web site, RampartWealthAdvisors.com is only intended for clients and interested investors residing in states and countries in which Rampart Wealth Advisors is qualified to conduct investment advisory services. Rampart Wealth Advisors is a Colorado-based investment advisor.  Rampart Wealth Advisors 's website is limited to the dissemination of general information pertaining to its investment advisory services.   Rampart Wealth Advisors may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Please contact Rampart Wealth Advisors  at 303-948-5789 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Rampart Wealth Advisors does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Rampart Wealth Advisors representative, who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

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