Colorado Wealth Group Joins Savvy Advisors

Savvy Advisors Inc., a federally registered investment advisor (RIA) affiliated with Savvy Wealth, Inc. (Savvy), today announces the addition of Colorado Wealth Group (CWG), a Denver-based wealth management firm with approximately $300 million in client assets under management (AUM).

CWG traces its origins to Northwestern Mutual, where founders Steven Harp, CFP, ChFC, AIF, CLU, CLTC, and Jacob Ray, AWMA, AIF, worked together before launching their own practice in 2016. CWG went fully independent in 2020 and has since grown to serve approximately 350 high-net-worth clients. CWG offers fee-based multigenerational wealth management; investment management; and financial, retirement, estate and insurance planning, along with in-house tax preparation and planning.

“We founded CWG to offer clients a more personalized wealth management experience,” said Steven Harp, founder and CEO of Colorado Wealth Group. “As we set our sights on what was next for our business, we knew we needed a true back-office engine to support that commitment. Savvy gives us the infrastructure, investment resources and marketing expertise to focus on what we do best: understanding our clients’ financial objectives and providing solutions that meet their needs.”

By partnering with Savvy, Harp; Ray; Adrian Geiser, CFP, CTFA; Bruce Larson, CEP, NSSA, EA; and the rest of CWG’s eight-person team maintains ownership of their book of business, while gaining access to Savvy’s infrastructure, AI-enabled tools, dedicated operational support and portfolio management expertise. Together, these resources will allow the team to reclaim more time, streamline processes and better serve clients.