Overview
Unbridled Wealth is a financial services firm based in Denver, Colorado, known for its expertise in creating personalized financial strategies. The firm specializes in the Infinite Banking Concept and Privatized Banking, offering clients innovative financial strategies that emphasize avoiding unnecessary fees, applying tax-advantaged approaches, and building generational wealth. Their tailored strategies aim to align with individual client income levels, providing peace of mind regarding their financial futures.
Key Services and Strategies
- Financial Strategy Customization: Unbridled Wealth provides clients with strategies designed to activate savings for growth and develop a sustainable financial success plan. This includes becoming their own banker, focusing on tax advantages, and avoiding unnecessary fees.
- Free Consultations: They offer initial free consultations, pairing clients with experienced wealth strategists for personalized financial planning.
- Educational Resources and Events: The company supports informed financial decision-making through workshops and downloadable materials aimed at increasing financial literacy.
Leadership Team
- Jonathan Wield, Managing Partner: He oversees a team of 25 strategists across the nation, bringing international experience from England since 2008, and promotes financial innovation and personalized client solutions.
- Stan Bullis, Co-Founder: With a background in business leadership, he drives the strategic vision of the company.
- Angie Frederick, Agency Manager: She leads agency operations and boosts revenue generation with her sales enablement expertise.
Company Footprint
Located at 1400 Josephine Street, Denver, CO, with active engagement in Boston, San Diego, and St. Louis, Unbridled Wealth expands its market presence through social media platforms like Facebook and LinkedIn, showcasing client testimonials and strategic achievements.
Notable Wealth Strategists
- Olivia McGraw: Specializes in retirement strategies and real estate investment.
- Austin Lankford: Focuses on business owners and entrepreneurs.
- Ryan Haley: Assists accredited and real estate investors.
Engagement and Communication
Unbridled Wealth emphasizes client-centric communication, ensuring consistent information flow about financial security and wealth creation. They encourage feedback to refine their services, keeping pace with evolving financial needs.
Contact Information:
- Phone: (303) 957-9175
- Email: admin@unbridledwealth.com
- Website: [Unbridled Wealth](https://unbridledwealth.com/)
Competitor Profile
Overview
Unbridled Wealth operates in a dynamic sector, offering customized financial strategies aimed at enhancing client wealth and financial security. They maintain a robust online presence, providing resourceful insights into their financial offerings.
Key Executives
The company's leadership features key figures like Jonathan Wield and Dave Powers, instrumental in steering organizational strategy and engaging clients effectively.
Competitors
They are in direct competition with firms such as Schneider Wealth Strategies, which, like Unbridled Wealth, provides tailored investment management and financial planning services. Other significant competitors include Holliger Financial Consulting, Bernicke Wealth Management, and KMR Wealth Advisory, all of which target similar client demographics with comprehensive investment and estate planning services.
Technology and Tools
Utilizing technologies like Cisco IronPort and Cloudflare, Unbridled Wealth supports efficient operations and secure client communications, maintaining a strong online footprint crucial for their service delivery.
Market Presence
Within a competitive landscape of both smaller and larger advisory firms, Unbridled Wealth's strategic offerings continuously evolve to appeal to high-net-worth individuals seeking personalized financial strategies.
Strategic Positioning
Their strength lies in crafting bespoke strategies utilizing the expertise of their leadership and diverse technological tools. This personalization ensures they remain competitive against larger, less personalized firms, fostering strong client relations vital for sustained growth in the wealth management sphere.
