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Our History
Years of experience have prepared us to guide you through your life transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Welcome to Choice City Wealth Partners
Your Needs.
Our Goals.
Formed in 2018, we are a team of Financial Advisors at Waddell & Reed with the goal of helping clients navigate their complex financial situations. The team recognizes that everyone’s financial condition is unique and believes that a strong, personalized relationship drives the foundation for creating comprehensive financial plans. All the different backgrounds from each advisor have led the team to many diverse countless clients, while working and building a business in Fort Collins, the Choice City of Colorado.
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Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.