Helping you make informed decisions about your financial plan so you can focus on what's truly important.

We're here to help make the transition to retirement as easy as possible.

Get started in 3 easy steps:

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

We’ll examine your current financial situation and determine your retirement needs.

Receive a custom Paradigm Plan to help you pursue your unique retirement goals.

Financial Education Resources

Podcast & Radio


Join us for a fresh take on financial radio with Wise Assets, hosted by Matt Klaess.  Tune in on Sunday mornings at 7am on The Fan radio in Denver for a fun and casual approach to financial topics, with a dash of sports talk. Can’t listen live? Catch up on all our episodes by subscribing to our podcast.

Upcoming Events


Join us for our upcoming workshops to learn about the most relevant financial, retirement, and lifestyle topics. Our informative and engaging events offer an opportunity to expand your knowledge and connect with like-minded individuals.

Useful Guides


Looking for valuable insights on financial planning topics? Access our collection of resources here! Each resource is packed with informative content that can help you make confident financial decisions to pursue and achieve your goals.

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.


No events are scheduled at this time. Please check again soon!